Financial Advisor

Knugget Financial Services

New York, New York, United States

New York, New York, United States

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About

Knugget Financial Services specializes in providing tailored financial solutions for veterans, active-duty service members, and their families. We offer services such as life insurance, retirement planning, and wealth-building strategies. Our dedicated financial strategists work closely with clients to develop personalized plans that align with their unique goals and circumstances. Role Description This is a full-time remote role for a Financial Advisor at Knugget Financial Services. The Financial Advisor will be responsible for providing financial advice, investment recommendations, retirement planning, and wealth-building strategies to clients. The role involves analyzing financial information, creating financial plans, and guiding clients through important financial decisions. Qualifications Financial Planning, Investment Management, and Retirement Planning skills Excellent analytical and problem-solving skills Strong communication and interpersonal skills Understanding of tax laws and financial regulations Ability to work independently and remotely Experience in the financial services industry is a plus Bachelor's degree in Finance, Economics, Business, or related field Seniority level
Entry level Employment type
Full-time
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New York, New York, United States

Languages

English

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