UpTick Financial- Advisor Recruiters and Consultants · 8 hours ago

Senior Financial Advisor

New York, NY

Full-time

Remote

Senior Level

$350K/yr - $550K/yr

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Financial Services

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Responsibilities

Join now to enjoy these and many other benefits...

There are many areas of opportunity to deepen the good work you do for your clients, but there is only so much time in the day.

We have formed alliances with strong, high-quality teams to better assist you in areas that need specialized focus, including insurance consulting and complex estate planning.

Our high-end turnkey investment management platform offers several model portfolios across multiple investment styles and risk levels.

On day one, enjoy administrative support with time-consuming tasks like new account opening, logging in contributions and distributions, processing RMDs, and answering other account-related questions.

We also include full marketing support to deepen your best client relationships.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

CFP®High-net-worth client experienceSeries 7 licenseSeries 63 licenseSeries 66 licenseEMoneyTamaracMorningstarHealth Insurance licenseClean compliance recordBusiness acquisitionsMarketingCollege degree$25 million AUM