Financial Advisor / Wealth Advisor at TownTasks - New York City, New York Financial Advisor / Wealth Advisor - TownTasks

Financial Advisor / Wealth Advisor

TownTasks

Location: New York City, New York, USA

Category: Finance

Salary: 82,241 - 94,110 USD / yearly

Full-time


Job Description

Seeking experienced Financial Advisors and Wealth Advisors to provide Life Insurance, Annuities, and Investments services to clients.

Responsibilities

Offer Life Insurance, Annuities, and Investments

Prospect new client relationships

Maintain and grow client relationships

Attend events, and in-person networking opportunities

Understand client needs and devise financial strategies

Qualifications

2+ years experience as a Financial Advisor or Wealth Advisor

Hold Series 6, 7, or 63 licenses

Ability to build and maintain relationships

Organized and time management skills