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Senior Financial Planner, Advisor Services

YourStake
New York
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Senior Financial Planner, Advisor Services Formative (formerly First ...
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About the job:
Affirmative Financial Network) Location: Brooklyn, NY (In-Person) Type: Full-Time Compensation: $85,000–$105,000 base + performance bonus About Us First Affirmative has been a pioneer in values-aligned investing since 1988 with over $900m in AUM. Through our national advisor network, we’ve spent over three decades helping financial advisors and their clients build portfolios that reflect both their financial goals and their values. Now, as Formative, we’re entering our next chapter focused on growth for impact. We raised an...
Location:
New York
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
Built in NYC
Certifications / Licenses:
Certified Financial Planner
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
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