Onyx Bridge Wealth Group · 13 hours ago
Financial Advisor
Tarrytown, NY
Full-time
Onsite
Mid LevelOnyx Bridge Wealth Group (OBWG) is a registered investment adviser dedicated to building authentic relationships and offering intentional financial planning. They are seeking a Financial Advisor who will provide personalized financial planning and investment strategies to clients, guiding them in achieving their financial goals.
AdviceFinancial ServicesWealth Management
Hiring Manager
Joseph Madio CRPC®
Responsibilities
Providing personalized financial planning and investment strategies to clients
Guiding them in achieving their financial goals
Analyzing financial data
Creating tailored retirement and wealth management plans
Continuously monitoring clients' financial progress
Educating clients on various financial opportunities
Collaborating with the team to deliver results-driven solutions
Qualification
Required
Strong expertise in Financial Planning and Finance
Proficient knowledge of Retirement Planning and Investments
Demonstrated experience in Financial Advisory and client relationship management
Excellent communication and interpersonal skills
Ability to analyze complex financial data and provide tailored recommendations
Bachelor's degree in Finance, Economics, Business, or a related field
Knowledge of financial regulations and compliance standards
Proven problem-solving and analytical skills with a high attention to detail
Preferred
Certified Financial Planner (CFP) designation or equivalent is a plus
Company
Onyx Bridge Wealth Group
Onyx Bridge offers wealth management, financial planning, and investment advisory services.
Founded in 2020
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jared Cohen
Founder & CEO
Company data provided by crunchbase