Essex Securities LLC · 18 hours ago
Financial Advisor / Broker
NYC Metro Area
Full-time
Hybrid
Mid LevelEssex Securities, LLC is a boutique investment bank focused on providing personalized financial services. They are seeking a Financial Advisor/Planner to offer comprehensive financial planning and investment advisory services tailored to individual client needs.
FinanceFinancial Services
Responsibilities
Providing comprehensive financial planning
Developing retirement strategies
Advising clients on investment opportunities
Offering financial advisory services tailored to individual client needs
Qualification
Required
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
Bachelor's degree in Finance, Economics, or a related field and FINRA licenses like 6, 7, 63, 66 required; 24 a plus
High Commission payout
Preferred
Experience in a boutique investment bank environment is a plus
Relevant certifications such as CFP, CFA, or similar credentials good to have but not required
Company
Essex Securities LLC
Essex Securities, LLC was built by accomplished industry leaders with a vision for a boutique investment bank with a strong foundation in extraordinary service.
Founded in 1994Maussane, Provence-Alpes-Cote d'Azur, FRA
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase