Associate VP - Financial Advisor (New York)

  • Address:New York, NY 10004 (map)
  • Date Posted:08/16/16
  • Job Type:Full-time
  • Description:
  • Allied Millennial Partners is an Independent Financial Services company headquartered at Three World Financial Center in New York City. Under new management in 2016, Allied Millennial Partners has made rigorous advancements in technology, training and compliance in order to deliver an elite client experience.We are currently seeking a Vice President Financial Advisor in a transactional role to join our team. Whether you are new to financial services or have years of experience, as the industry evolves, so must you! Only the most dedicated professionals with strong ethics will succeed. At Allied Millennial Partners, we offer a top-tier platform designed to meet your client service needs and provide the necessary operational, technological, and regulatory support in order to thrive in an independent industry.Responsibilities:Transactional Account ManagerLead sales and marketing teamNetwork and establish relationships with new/existing client baseAssist prospective/current clients' in determining investment goals/objectives and risk toleranceAssess clients' assets, liabilities and overall financial conditionsPrepare presentations that recommend various financial productsAdvise clients on investment strategies and other financial decisionsReview and communicate portfolio performances to clients​ An ideal candidate must have the following traits/skills:Strong ethicsStrong analytical and critical thinking skillsStrong communication skillsEstablished history of leadership and achievementAll candidates must have or be able to obtain the following Qualifications: Minimum of 3 Years Financial Services ExperienceStanding FINRA Series 7, 63Membership to Market Technicians AssociationChartered Market Technician Levels I and IINY State Insurance LicensePristine FINRA CRD with NO PREVIOUS regulatory marks/disclosuresPreferred Qualifications:BA/BS in a finance related field or the equivalence in experienceFINRA Series 65 or 66Previous financial sales/account management experience
Ad ID: 45626224
  • Posted by: Ad Partner | View all ads
  • Profile: Active since 08/2016
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