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Licensed Financial Advisor

Tailored Wealth Solutions

110 Henry Street, Saratoga Springs, NY 12866

Hybrid work

$65,000 - $120,000 a year - Full-time

Benefits

Pulled from the full job description

Paid training
Financial planning services
401(k)
Health insurance
Retirement plan
401(k) matching
Paid time off

Full job description

Come work for a Forbes top advisory team in Saratoga NY

Time to set your services apart....

Are you a positive, energetic person that wants to be recognized for doing great work?

Do you thrive in a team environment?

Are you driven to provide clients with a WOW experience?

Then look no further than…

Growing financial advisory and Insurance planning practice is looking for a highly talented Associate Financial Advisor

This position would work with our team to help build new client relationships and strengthen existing ones within a practice that focuses on business owners, physicians and high net worth individuals. The right candidate would possess the following:

Series 7,66, LAH licenses in the state of NY
5 years prior experience in the financial planning and insurance industry
Strong skills that include
eMoney or Money Guide Pro experience
Organization
Creating systems and process
Developing client rapport
High Quality phone skills
Strong understanding of all financial products
Task management skills
Opening and funding of financial accounts
Operations of financial accounts

This is a growing highly successful practice with a combined 50 years of experience. We are offering a great opportunity for the right person who understands the value of client relationships, which this practice has been built on from day one. Being a part of our team is unique in that we truly treat our clients as family and they do the same with us. If this type of environment is something you would be interested in discussing then we would like to talk to you!

Salary and benefits will be determined based on prior skills and length of tenure in the industry.

We look forward to speaking with you!

Responsibilities:
- Provide financial advice and guidance to clients based on their financial goals and objectives
- Develop and implement comprehensive financial plans for clients, including investment strategies, retirement planning, and estate planning
- Conduct thorough research and analysis of financial markets, investment opportunities, and economic trends
- Assess clients' risk tolerance and recommend appropriate investment products and services
- Monitor and review clients' investment portfolios to ensure they are aligned with their financial goals
- Stay up-to-date with industry regulations and best practices in financial planning

Skills:
- Strong understanding of financial concepts, including wealth management, tax planning, and risk management
- Proficient in conducting research and analysis to support investment decisions
- Excellent mathematical skills for performing complex calculations related to financial planning
- Knowledge of financial services products and solutions, such as mutual funds, insurance policies, and retirement accounts
- Familiarity with banking procedures and services related to personal finance
- Ability to perform financial analysis using tools and software applications
- Experience in public accounting or technical accounting is a plus

As a Financial Advisor, you will have the opportunity to make a positive impact on clients' financial well-being by providing them with expert advice and guidance. You will work closely with individuals and families to help them achieve their financial goals through personalized strategies. This role requires strong analytical skills, attention to detail, and the ability to build trust-based relationships with clients. If you are passionate about finance and enjoy helping others achieve financial success, we invite you to apply for this rewarding position.

Job Type: Full-time

Pay: $65,000.00 - $120,000.00 per year

Benefits: