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    Financial Advisor - New York, United States - Kestra Financial

    Kestra Financial
    Kestra Financial New York, United States

    1 week ago

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    Description


    New Century Investor Services, a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team.

    This is an exciting opportunity to build a career in the financial industry and work with a dynamic group of professionals.

    In this role, you will be responsible for helping clients to manage their financial assets, develop investment strategies, and achieve their financial goals.

    We are seeking someone who is passionate about the financial industry and has a strong desire to help clients achieve their financial objectives.

    Responsibilities
    Develop customized financial plans to help clients achieve their financial goals
    Manage investment portfolios and monitor market trends and economic conditions
    Provide financial advice to clients on a wide range of issues, including retirement planning, tax planning, and estate planning
    Actively participate in business development activities to build new client relationships and expand the Firm's network
    Deliver exceptional client service, including organizing client meetings, answering client questions and concerns, and ensuring prompt resolution of any issues
    Stay abreast of industry trends and new developments, and leverage industry knowledge to help clients make informed decisions
    Partner with other members of the New Century Investor Services team to ensure successful outcomes for clients

    Requirements
    Bachelor's degree in finance, accounting, economics, or a related field preferred but not required
    Minimum of 2 years of experience in the financial industry
    Certified Financial Planner (CFP) certification preferred but not required
    Excellent communication and interpersonal skills
    Strong analytical and problem-solving skills
    Ability to work in a fast-paced, dynamic environment and manage multiple projects simultaneously
    Detail-oriented with a high degree of accuracy and able to stay organized even with a high volume of work
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