Financial Advisor

Company Description

Taos Global Group Inc. is a professional financial services firm that includes Taos Insurance Agency, TZG Accounting LLC, and Taos Investment Advisors LLC. We specialize in providing comprehensive solutions in insurance, accounting, and investment advisory with a focus on saving money, optimizing taxes, and increasing returns for our clients. Committed to delivering exceptional customer service, our team works diligently to prepare our clients for a financially secure future.

Based on professionalism and dedication, we aim to meet the diverse and evolving needs of individuals and businesses.

This is a full‑time, on‑site role for a Financial Advisor based in New York, NY. The Financial Advisor will be responsible for providing personalized financial planning services, assisting clients with investment strategies, offering retirement planning advice, and fostering long‑term client relationships. The role involves analyzing clients' financial needs and goals, creating tailored financial solutions, and monitoring their progress toward financial security.

Collaboration with team members across the company's various divisions will also be a key component of this role.

• Proficiency in Financial Planning, Retirement Planning, and Financial Advisory services.
• Strong understanding of Finance and Investments to provide well‑rounded advice to clients.
• Excellent interpersonal and communication skills to build trust and maintain professional relationships with clients.
• Ability to analyze financial data and create personalized financial strategies.
• Relevant certifications and licenses such as CFP (Certified Financial Planner) or similar are highly beneficial.
• Previous experience in financial advisory or related roles is a plus.
• Strong organizational skills and attention to detail.
• Bachelor's degree in Finance, Economics, Business, or a related field is preferred.