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Iron Birch Advisors® · 1 day ago

Financial Advisor

NYC Metro Area

Full-time

Onsite

Mid, Senior Level

Iron Birch Advisors is dedicated to delivering independent financial guidance focused on helping clients thrive. The Financial Advisor will guide clients through financial decision-making processes, offering advice on investments and retirement planning, while creating tailored financial plans and maintaining long-term client relationships.

Financial Services

Responsibilities

Guiding clients through financial decision-making processes

Offering advice on investments

Offering advice on retirement planning

Creating tailored financial plans

Managing investments

Providing advisory services to help clients achieve their personal and professional financial goals

Maintaining long-term client relationships

Staying informed about industry trends and regulations

Qualification

Financial PlanningRetirement PlanningFinancial AdvisoryFinanceInvestmentsCFP® certificationCommitment to educationInterpersonal skillsCommunication skills

Required

Proficiency in Financial Planning and Retirement Planning to develop and implement comprehensive financial strategies

Strong knowledge of Finance and Investments for managing portfolios and advising on various financial opportunities

Expertise in Financial Advisory services to guide clients in informed decision-making, with a focus on achieving their unique financial goals

Excellent interpersonal and communication skills to build strong relationships with clients and collaborate effectively with team members

Bachelor's degree in finance, economics, or a related field; CFP® certification is highly preferred

Proven work experience in financial advising, investment management, or a related domain

Commitment to continuing education and staying updated on financial laws, regulations, and market trends

Preferred

CFP® certification is highly preferred

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