Financial Advisor - (Syracuse, NY)

Position overview Financial Advisor Excelsior Wealth Partners: Syracuse, NY Full service Wealth Management Firm, located in Syracuse, NY seeks qualified applicants to join their team as a Financial Advisor. Excelsior Wealth Partners has begun the process to acquire several existing books of businesses and are looking for licensed advisors who are willing to partner with the seller to ensure a smooth client transition. Perfect applicant is fully licensed with a clean compliance background. Job assignments: Meet with customers to review their existing financial situation and to establish the client/advisor relationship. Analyze the clients investment portfolio and recommend an asset allocation and specific plan to meet established objectives. Develop, recommend and implement an investment strategy suggesting specific investments and insurance products, for client approval, including: separately managed investment accounts, mutual funds, annuities, equities, fixed income investments, bonds, life insurance, etc.