Logo
TradeJobsWorkForce

Strategic Financial Advisor & Planner

TradeJobsWorkForce, New York, New York, us, 10261

Save Job

A leading financial advisory firm in New York is seeking an experienced financial advisor to develop tailored financial plans for clients. You will analyze financial data, provide strategic investment and insurance advice, and review client accounts regularly. The ideal candidate will have a financial certification and strong communication skills. This role is crucial for building and maintaining client relationships while helping them achieve their financial objectives. #J-18808-Ljbffr