Iron Birch Advisors® · 1 day ago
Financial Advisor
NYC Metro Area
Full-time
Onsite
New Grad, Entry LevelIron Birch Advisors® is seeking an Entry-Level Financial Advisor to join their structured training and mentorship program. This role involves providing financial planning support, conducting market research, and participating in client meetings to build relationships and ensure a high-quality client experience.
Financial Services
Responsibilities
Provide financial planning support to clients
Conduct research on market trends, investment performance, and client accounts to support the development of financial plans
Participate in client meetings to help build relationships, track progress, and ensure a high-quality client experience
Licensing and compliance: Study for and pass required financial industry licenses (e.g., SIE, Series 7, and Series 66) and ensure all activities adhere to regulatory requirements
Qualification
Required
Strong interpersonal skills: The ability to listen actively, build rapport, and communicate complex financial concepts clearly and effectively
Analytical skills: Capacity to interpret financial data, assess market trends, and solve problems
Self-motivation and ambition: A competitive mindset and the drive to succeed in a performance-based environment
Organizational skills: Attention to detail and the ability to manage competing priorities efficiently
Technical aptitude: Comfort with standard office software (e.g., MS Office) and a willingness to learn financial planning and CRM software
Company
Iron Birch Advisors®
🔹 About Iron Birch Advisors - A Co-Branded Subsidiary of Ameriprise Financial Iron Birch Advisors was formed with a clear mission: to offer truly limitless advice, support, and opportunity—beyond what most firms can provide.
Founded in 2018
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Arthur Zapesochny
Managing Partner
Gabriel Sakellaridis
Managing Partner
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