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    Financial Advisor - New York, United States - Selby Jennings

    Selby Jennings
    Selby Jennings New York, United States

    2 weeks ago

    Selby Jennings background
    Description

    Responsibilities:

    • Build and maintain relationships with highnetworth clients, serving as their trusted advisor and primary point of contact for all financial matters.
    • Conduct indepth financial analysis and develop personalized financial plans tailored to each client's unique goals, risk tolerance, and time horizon.
    • Provide guidance and recommendations on a wide range of financial products and services, including investments, retirement planning, estate planning, insurance, and tax strategies.
    • Execute trades and manage client portfolios in accordance with established investment policies and objectives, ensuring alignment with client's goals and risk profiles.
    • Monitor and review client portfolios regularly, making adjustments as needed to optimize performance and adapt to changing market conditions.
    • Stay informed about industry trends, regulatory changes, and new investment products, and proactively communicate relevant information to clients.

    Requirements:

    • Bachelor's degree in Finance, Business Administration, Economics, or a related field.
    • Series 7 and Series 66 (or Series 63 and Series 65) licenses required.
    • Certified Financial Planner (CFP) designation preferred.
    • Minimum of 35 years of experience as a Financial Advisor
    • Proven track record of success in building and managing client relationships, achieving sales targets, and delivering exceptional service.
    • Strong knowledge of financial planning principles, investment products, and industry regulations.
    • Excellent communication and interpersonal skills, with the ability to explain complex financial concepts in a clear and concise manner.
    • Ability to work independently and collaboratively within a team environment, demonstrating professionalism, integrity, and a commitment to client satisfaction.
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