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Senior Financial Advisor
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-01
Listing for:
Avior Executive Search
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
Full Time Senior Financial Advisor
Our client is seeking Senior Financial Advisors to join their team of multi-million dollar T-12 producers. The ideal candidate will have a strong understanding of financial planning and be able to provide comprehensive advice to clients.
Responsibilities:
- Must have an established portfolio of 100M AUM and above
- Provide financial planning advice and guidance
- Manage client portfolios
- Execute trades and transactions
- Stay up-to-date on market trends and regulations
Qualifications:
- Bachelor's degree in finance or a related field
- Series 7, 63 or 66 license
- 5+ years of experience as a financial advisor
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
If you are interested in this position, please send your resume and cover letter to I look forward to hearing from you!
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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