Thoroughbred Advisors · 1 week ago
Financial Representative
Latham, NY
Full-time
Hybrid
New Grad, Entry LevelThoroughbred Advisors is dedicated to delivering top-tier financial planning, technology, and service experiences to clients. The Financial Representative will work closely with clients to identify their financial goals and develop tailored financial plans, analyzing clients’ financial needs and providing personalized solutions.
Financial ServicesLife InsuranceRetirement
Responsibilities
Analyzing clients’ financial needs
Offering guidance on investments
Retirement planning
Insurance
Providing personalized solutions to improve financial security
Ongoing client relationship management
Collaboration with internal and external financial professionals to ensure optimal service and outcomes
Qualification
Required
Knowledge and experience in Financial Planning and Retirement Planning
Familiarity with Insurance and Investments
Strong understanding of financial concepts and expertise in Finance
Excellent interpersonal, communication, and problem-solving skills
Ability to work independently and collaboratively in a hybrid environment
Licensed or willingness to obtain relevant licenses (e.g., Life & Health Insurance License, FINRA Series 7 and 66, or equivalent)
Preferred
Bachelor's degree in Finance, Economics, Business, or a related field
Company
Thoroughbred Advisors
Thoroughbred Advisors is financial planning, life insurance, retirement planning, and investment management services provider.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Conor Boyd
Managing Partner
Courtney Schingledecker
Chief Operations Officer
Company data provided by crunchbase