Financial Advisor jobs in United States
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SoTalent · 18 hours ago

Financial Advisor

positionBrooklyn, NY
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
money$105K/yr - $250K/yr
date2+ years exp

SoTalent is seeking a motivated Private Client Financial Advisor to build and grow a high-quality wealth management practice focused on delivering personalized financial strategies. This role involves developing tailored wealth management practices and fostering strong relationships with clients and partners to meet their complex needs.

Staffing & Recruiting
Hiring Manager
Mohamed Thasleem Mohideen
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Responsibilities

Develop and manage a tailored wealth management practice aligned with individual client goals
Build, enhance, and maintain strong relationships with internal and external partners to drive client introductions and engagement
Proactively engage clients and prospects to promote comprehensive wealth management capabilities
Grow existing relationships through strategic referrals and cross-partner collaboration
Design customized financial plans based on client objectives, risk profiles, and life stages
Leverage internal specialists and subject-matter experts to deliver integrated solutions including financial planning, investment management, insurance, and estate planning

Qualification

Series 7 LicenseSeries 63 LicenseSeries 65 LicenseLife Insurance LicenseHealth Insurance LicenseVariable Insurance LicenseFinancial Advisory ExperienceClient Relationship ManagementAdvising High-Net-Worth IndividualsBachelor’s DegreeTeam Collaboration

Required

Active and valid Series 7, 63, and 65 licenses (or Series 66)
Active Life, Health, and Variable Insurance licenses, or ability to obtain within a required onboarding period
Minimum of 2 years of experience in a Financial Advisor role or within financial services
Demonstrated success in new client acquisition and ongoing client relationship management
Proven experience working in a collaborative, team‑based financial institution environment
Familiarity with advising high‑net‑worth individuals
Comfortable operating in a dynamic, growth‑oriented, entrepreneurial setting

Preferred

Bachelor's degree preferred

Company

SoTalent

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At SoTechTalent, we specialise in connecting forward-thinking tech companies with world-class talent.
dateFounded in 2024
location
New York, US
people-size2-10 employees
web-link
https://sotechtalent.com/

Funding

Current Stage
Early Stage
Company data provided by crunchbase