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In the Advisor I position, you will actively reach out to our existing client base to expand current relationships. The Advisor is responsible for providing investment advice based on the individual clients investment goals, time horizon and risk tolerance. The Advisor must be able to work with their clients to determine the proper asset allocation in order to construct a well- diversified portfolio that meets the client needs and meets all compliance, suitability as well as the new DOL best interest standard regulation. The Advisor I will also onboard new clients that may be referred from our existing client base or our call center.
The ideal candidate should be energetic, self-motivated, and work well under time constraints. They must also possess a strong desire to work in an outbound sales environment and be driven by sales results. The candidate must have at least 2+ year experience in investment industry and a bachelor s degree or advanced degree preferred. They need to have strong analytical ability and demonstrated sound judgment in dealing with retail clients. S/he must be highly organized with a keen attention to detail, and must possess exceptional technical, verbal and written communication skills. The candidate must be a registered rep (holding Series 7 and 63) or willingness to obtain within 90 days of hire. They will also need to obtain a Series 65 or 66 Investment Advisor license and an insurance license within the first year of employment.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-New York-New York Internal Jobcode: 33632 Job: Wealth Management Organization: Dreyfus Retail MF-HR16385 Requisition Number: 1913659