Financial Advisor
📋 Role Overview & Responsibilities
Company Description ClientFirst Strategy, Inc. is an investment and financial planning company located in Melville, NY. We provide strategic financial advice, investment options, and management solutions to our clients, with an emphasis on exceptional customer service.
Role Description This is a full-time Financial Advisor role. As a Financial Advisor at ClientFirst Strategy, Inc., you will provide comprehensive financial planning and investment management services to clients, recommending products and strategies that best meet their needs. You will be responsible for building and maintaining client relationships, managing a portfolio of clients, analyzing financial data, and staying up-to-date on industry trends and regulations. This is an on-site role, located in Melville, NY.
Qualifications Bachelor's degree in finance, economics, business administration, or a related field2+ years of experience as a Financial Advisor or similar roleA valid Series 7 and Series 66 licenseExcellent communication and interpersonal skillsStrong analytical skills and ability to interpret complex financial dataAbility to collaborate with cross-functional teamsA high level of integrity and commitment to ethical practices
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This position is located in Melville, NY with potential relocation and sponsorship assistance depending on candidate qualifications.
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