Financial Advisor
CLEAR STORY New York
We are seeking an experienced Financial Advisor to join our team. The successful candidate will have a strong background in financial planning, excellent communication and interpersonal skills, and the ability to work in a fast-paced environment.
Key Responsibilities:
- Provide comprehensive financial planning and investment advice to clients.
- Conduct financial analysis and develop personalized financial plans for clients.
- Recommend investment strategies and products to clients.
- Build and maintain relationships with clients, including regular portfolio reviews and updates.
- Collaborate with internal teams, including investment research, portfolio management, and operations.
- Stay up-to-date with industry trends, regulatory changes, and market developments.
Princeton (NJ), 43 mi from New York
Overview:
Becoming a Financial Advisor
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming...
Brooklyn Chamber of CommerceForest Hills (NY), 8 mi from New York
Seeking a highly organized and detail-oriented Administrative Assistant to support a Financial Advisor.
Responsibilities
Act as the point of contact for clients, inquiries, and follow-up
Manage client meetings, appointments, and events
Manage Financial...
New York
Overview:
Becoming a Financial Advisor
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming...