Financial Advisor

job
  • JCW Group
Job Summary
Location
New York ,NY 10261
Job Type
Contract
Visa
Any Valid Visa
Salary
PayRate
Qualification
BCA
Experience
2Years - 10Years
Posted
21 Nov 2024
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Job Description

We are partnering with a growing wealth management company to add a driven and results-oriented Financial Advisor to join our dynamic team. As a commission-based advisor, you'll have the opportunity to help clients manage their financial future while earning based on your performance and success. The ideal candidate will have $25mm AUM. This role is fully remote.


Responsibilities:

  • Build and maintain relationships with clients to understand their financial goals.
  • Provide tailored financial advice on investment strategies, retirement planning, and wealth management.
  • Prospect and acquire new clients to grow your book of business.
  • Monitor clients' financial progress and make adjustments as needed.

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