Financial Advisor - NY

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Join to apply for the Financial Advisor - NY role at Vensure Employer Solutions

Vensure Employer Solutions provided pay range

This range is provided by Vensure Employer Solutions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Position Summary
A Financial Advisor is a professional who helps individuals manage various aspects of their financial life. This includes offering guidance on investments, retirement planning, insurance, taxes, and estate planning.
Job Responsibilities

• Goal Planning: They start by understanding your short and long-term financial goals and then create a plan to achieve them, considering your unique circumstances.
• Budgeting: Advisors can help you create a budget to boost savings and manage expenses.
• Investments: They provide advice on your investment portfolio, including asset allocation, and recommend investment products like mutual funds and ETFs.
• Retirement Planning: Advisors assist with retirement planning, helping you navigate employersponsored plans like 401(k)s and other options such as IRAs.
• Taxes: While not all advisors handle tax filings, most can offer guidance considering current and future tax implications.
• Insurance: They can help determine if life insurance or annuity products are suitable for you.
• Help client with financial planning.
• Retirement plans or disabilities.
• Act as a financial advisor.
• Pick up a new account 1 weekly, (own book of business or they will help them to build one).
• Handle and grow own book of business.
  

• College educated, but not mandatory.
• Mandatory Licenses:
• Series 7 registered rep
• Series 6
• Series 63 or 65
• Experience as a financial advisor of at least 1 year.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Human Resources Services

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