Lead Financial Advisor (Architect) -- Remote | WFH - Get It Recruit - Finance
New York, NY 10001
About the Job
Company Overview:
At the company, we're committed to helping individuals reach their financial goals and live a life of freedom by simplifying the complexity of money decisions. Founded in 1985 by a passionate team, our approach prioritizes high-level macro planning and fostering close-knit relationships. We believe in equipping our advisors with established processes and resources to not only thrive personally but also empower clients towards financial prosperity.
Job Description:
Are you a financial advisor looking to unleash your full potential in a supportive and dynamic environment? Tired of feeling like just another name in a crowded cubicle farm? Join us at the company, where we offer a refreshing approach to financial planning and a chance to be part of a family-like team.
Key Responsibilities:
- Provide comprehensive financial planning support to clients, assisting them in achieving their long-term financial objectives.
- Collaborate with investment professionals to cultivate strong client relationships and ensure the accuracy of financial plans.
- Develop and present customized financial blueprints, bringing clarity to complex money decisions.
Qualifications:
- Minimum of 3 years of industry experience.
- Established book of business demonstrating proven success.
- Valid Health and Life License.
- Registered Investment Advisor status.
- Profound understanding of the investment business.
- Excellent interpersonal skills and alignment with our company culture.
Why Join Us:
the company is experiencing rapid growth, and we want you to grow with us. Our culture is unparalleled, offering a supportive and innovative environment that feels like family. We're constantly evolving and moving forward, and we'd love to have you on board.
How to Apply:
If you're ready to take your career to the next level and become part of something exceptional, we invite you to join us at the company. Apply now and let's discuss how we can shape a brighter future together.
About the company, Inc.:
At the company, we're not just financial advisors - we're partners on a journey towards financial freedom. Our mission is to simplify the complexities of money decisions, allowing our clients to live their best lives.
Employment Type: Full-Time
Salary: $ 40,000.00 140,000.00 Per Year
At the company, we're committed to helping individuals reach their financial goals and live a life of freedom by simplifying the complexity of money decisions. Founded in 1985 by a passionate team, our approach prioritizes high-level macro planning and fostering close-knit relationships. We believe in equipping our advisors with established processes and resources to not only thrive personally but also empower clients towards financial prosperity.
Job Description:
Are you a financial advisor looking to unleash your full potential in a supportive and dynamic environment? Tired of feeling like just another name in a crowded cubicle farm? Join us at the company, where we offer a refreshing approach to financial planning and a chance to be part of a family-like team.
Key Responsibilities:
- Provide comprehensive financial planning support to clients, assisting them in achieving their long-term financial objectives.
- Collaborate with investment professionals to cultivate strong client relationships and ensure the accuracy of financial plans.
- Develop and present customized financial blueprints, bringing clarity to complex money decisions.
Qualifications:
- Minimum of 3 years of industry experience.
- Established book of business demonstrating proven success.
- Valid Health and Life License.
- Registered Investment Advisor status.
- Profound understanding of the investment business.
- Excellent interpersonal skills and alignment with our company culture.
Why Join Us:
the company is experiencing rapid growth, and we want you to grow with us. Our culture is unparalleled, offering a supportive and innovative environment that feels like family. We're constantly evolving and moving forward, and we'd love to have you on board.
How to Apply:
If you're ready to take your career to the next level and become part of something exceptional, we invite you to join us at the company. Apply now and let's discuss how we can shape a brighter future together.
About the company, Inc.:
At the company, we're not just financial advisors - we're partners on a journey towards financial freedom. Our mission is to simplify the complexities of money decisions, allowing our clients to live their best lives.
Employment Type: Full-Time
Salary: $ 40,000.00 140,000.00 Per Year
Source : Get It Recruit - Finance