Qualifications: A Bachelor’s degree in finance, business administration, or alternate related analytical field is required Valid FINRA Series 7 & 63/66 preferred but not required Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired Interpersonal, communication, and presentation skills. DISCLAIMER - This firm will only accept applicants in and around the NYC/Long Island area Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our ranks.