Financial Advisor Position Opportunity

We are a New York City, full-service, national investment banking firm with a 43-year history of serving both retail and institutional clients, with more than 18 locations across the United States.

website www.allianceg.com

As we continue to grow, we are seeking established Financial Advisors as well as junior advisors and Sales assistants, both FINRA-licensed and trainees looking to join and work in our Westport Connecticut office. (trainee positions available as well.) We will sponsor for al FINRA licenses

Primary responsibilities for this position, as appropriately licensed include:

• Leading relationships with high-net-worth clients by providing high-touch comprehensive wealth management services;
• Constructing and ultimately overseeing all aspects of managing multiple client relationships, including:
• • Research related to financial, estate, and investment planning;
  • Presenting, meeting, and developing recommendations to clients and prospective clients;
  • Overseeing implementation of agreed-upon recommendations; and
  • Coordination with members of the client’s advisory team, including:
    • Portfolio managers and operations
    • Tax advisors
    • Estate counsel
    • Other professionals
• Ongoing monitoring and management of the client’s wealth management plan;
• Scheduling, coordinating, and actively participating in client meetings;
• Communicating the full range of the Company’s services and capabilities to clients and prospective clients; and
• Proven ability to identify and close new business development opportunities.

Positions are limited. We are looking for hardworking individuals to join our thriving company.

Website www.allianceg.com

If interested you can contact us