Financial Advisor

  • hauppauge

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. <br><br><strong>Responsibilities</strong><br><ul><li>Provide financial planning support to clients</li><li>Support investment professionals to cultivate client relationships</li><li>Prepare financial plans and check their accuracy</li></ul><br><strong>Qualifications</strong><br><ul><li>Strong understanding of the investment business</li><li>Excellent interpersonal skills</li></ul>