Financial Advisor
On-site · New York City, New York, United States
New York City, New York, United StatesOn-siteFull TimeMid LevelNot SpecifiedUnknown
Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Unknown
Job Summary
Financial Advisor/Wealth Advisor role focused on Life Insurance, Annuities, and Investments. Responsibilities include prospecting new client relationships, maintaining and growing client relationships, attending events and in-person networking opportunities, and developing financial strategies to help clients meet their goals/objectives. Requires 2+ years of experience and Series 6, 7, or 63, with strong relationship-building, organizational, and time-management skills.
Required Qualifications
- 2+ years of experience as a Financial Advisor or Wealth Advisor offering Life Insurance, Annuities, and/or Investments
- Series 6, 7, or 63
- Ability to build and maintain relationships
- Organized and time management savvy
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.