Supporting Financial Advisor
JCW Group · New York, New York, United States
FULL TIMEpermanent
Job Description
Our client is seeking a Supporting Financial Advisor to join a wealth management firm in Midtown Manhattan. This individual will work closely with senior advisors to support client relationships, assist with financial planning, and manage day-to-day client needs. This role offers opportunities for continued growth and advancement.
Are you the right applicant for this opportunity Find out by reading through the role overview below.
Key ResponsibilitiesSupport senior advisors in managing client relationships and financial planning.Participate in client meetings, including preparation and follow-up.Assist with financial planning casework and client recommendations.Manage client relationships from onboarding through ongoing service.Collaborate with team members to address client needs.Take on additional responsibilities and potentially grow into a lead advisor role.
Qualifications5+ years of experience in wealth management or financial services.Active Series 7 and Series 63 licenses required.CFP certification or progress toward obtaining the designation preferred.Previous advisory experience preferred, but not required.Strong communication, organizational, and client relationship management skills.Team-oriented, receptive to feedback, and interested in long-term growth. xzbcwsv Ability to work five days per week in-office in Midtown Manhattan.
Are you the right applicant for this opportunity Find out by reading through the role overview below.
Key ResponsibilitiesSupport senior advisors in managing client relationships and financial planning.Participate in client meetings, including preparation and follow-up.Assist with financial planning casework and client recommendations.Manage client relationships from onboarding through ongoing service.Collaborate with team members to address client needs.Take on additional responsibilities and potentially grow into a lead advisor role.
Qualifications5+ years of experience in wealth management or financial services.Active Series 7 and Series 63 licenses required.CFP certification or progress toward obtaining the designation preferred.Previous advisory experience preferred, but not required.Strong communication, organizational, and client relationship management skills.Team-oriented, receptive to feedback, and interested in long-term growth. xzbcwsv Ability to work five days per week in-office in Midtown Manhattan.
Details
| Company | JCW Group |
| Location | New York, New York, United States |
| Type | FULL TIME |
| Niche | finance |
| Experience | permanent |