Investment Advisor/Financial Planner Job at Essex Securities Llc, New York, NY

UFloU0p3dExlakdtS1NLL0FITklNNlJHMUE9PQ==
  • Essex Securities Llc
  • New York, NY

Job Description

Job Description

Job Description

This is a full-time hybrid role for an Independent Financial Advisor located in anywhere in country though our home office is in Jersey City, United States. This is a full commission role with some work from home being acceptable. The Independent Financial Advisor will be responsible for providing comprehensive financial planning, developing retirement strategies, advising clients on investment opportunities, and offering financial advisory services tailored to individual client needs. Urgent need is in Naples, FL, Indianapolis, FL and mid-estern & western states. In Florida, we have some legacy annuity book we can assign to service locally.
We have our own fixed income desk and we custody and clear through RBC
We can provide attractive transition package for right candidates. Minor disclosure issues are OK.

PS: This NOT entry level positions. Advisors will typically have a client base with independently managed assets.

Qualifications
  • Financial Planning, Finance, and Retirement Planning skills
  • Expertise in Investments and Financial Advisory
  • Excellent communication and interpersonal skills
  • Ability to work independently and manage client accounts
  • Strong analytical and problem-solving abilities
  • Experience in a boutique investment bank environment is a plus
  • Bachelor's degree in Finance, Economics, or a related field and FINRA licenses like 6, 7, 63, 66 required. 24 a plus
  • Relevant certifications such as CFP, CFA, or similar credentials good to have but not required

Job Tags

Full time, Work from home, Home office,

Similar Jobs

UCHealth

Painter Job at UCHealth

Description Location: UCHealth UCHlth Longs Peak Hospital, US:CO:Longmont Department: LPH Facilities Support Operati FTE: Full Time, 1.0, 80.00 hours per pay period (2 weeks) Shift: Days Pay: $22.80 - $29.64 / hour. Pay is dependent on applicant...

Good Life Brands, LLC

General Manager HVAC (Denver) Job at Good Life Brands, LLC

 ...profit and loss activities. Oversee operational areas including HVAC and Plumbing services, profitability, and effectiveness....  ...vision. Develop budgets for sales, costs, and profitability. Manage team performance towards company objectives. Enhance company... 

Klingelhofer Management Group, LLC

Concrete Truck Driver Job at Klingelhofer Management Group, LLC

 ...Job Description Job Description Job Description: We are seeking a reliable and experienced Concrete Truck Driver with a Class A Commercial Drivers License (CDL) or Class B with Airbrakes to join our team. The ideal candidate will be responsible for transporting ready... 

Innovative Appliance Repair of Woodland Hills

Data Entry Clerk Remote $40/H Job at Innovative Appliance Repair of Woodland Hills

Job Title: Remote Data Entry Clerk Compensation: $40/hour Job Type: Full-time / Part-time (Flexible Hours) Location: Remote Job Summary: We are seeking a detail-oriented and reliable Remote Data Entry Clerk to join our team. In this role, you will be responsible... 

Smith Accounting Inc

Bookkeeper Accounting Assistant Job at Smith Accounting Inc

 ...Job Description Job Description We are seeking a Bookkeeper Accounting Assistant to become an integral part of our team! You will...  ...Perform all other office tasks Qualifications: Previous experience in billing, finance, or other related fields Experience in...