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60 Bac Senior Financial Advisor Jobs Hiring Near You

Senior Financial Advisor

Addison, TX · Remote

$20K - $200K/mo

Senior Advisors at Proxy Financial are expected to embody "The Proxy Way" by combining technical expertise, leadership, and a deeply personalized client experience. * Senior Advisors serve as both ...

Senior Financial Advisor

Addison, TX · Remote

$20K - $200K/mo

Senior Advisors at Proxy Financial are expected to embody "The Proxy Way" by combining technical expertise, leadership, and a deeply personalized client experience. * Senior Advisors serve as both ...

Senior Financial Advisor

Addison, TX · Remote

$20K - $200K/mo

Senior Advisors at Proxy Financial are expected to embody "The Proxy Way" by combining technical expertise, leadership, and a deeply personalized client experience. * Senior Advisors serve as both ...

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Senior Financial Advisor

Avior Executive Search

Manhattan, NY • On-site

Full-time

Re-posted 27 days ago


Job description

 
Full Time Senior Financial Advisor

Our client is seeking Senior Financial Advisors to join their team of multi-million dollar T-12 producers. The ideal candidate will have a strong understanding of financial planning and be able to provide comprehensive advice to clients.


Responsibilities:


  • Must have an established portfolio of 100M AUM and above
  • Provide financial planning advice and guidance
  • Manage client portfolios
  • Execute trades and transactions
  • Stay up-to-date on market trends and regulations

Qualifications:


  • Bachelor's degree in finance or a related field
  • Series 7, 63 or 66 license
  • 5+ years of experience as a financial advisor
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team

If you are interested in this position, please send your resume and cover letter to alan@aviorsearch.com.  I look forward to hearing from you!

 
Employment Type: FULL_TIME