Associate Financial Advisor
About this Job
*Tri-State Area Only*
Job Description:
We are looking for team-oriented, personable, and driven individuals to serve as financial representatives. Initially your chief role will be prospecting for potential clients (both individual and corporate), in an effort to strengthen growth within the firm. Your first year will be both education-intensive and labor-driven. As you sharpen your skill-set you’ll have the opportunity to grow within the firm. Historically, our most successful Financial Advisors are those who consistently build relationships (both internally and externally) and leverage them into business opportunities.
Financial Advisor Responsibilities:
- Learning our process, internal systems, and structure.
- Prospecting and networking via face-to-face meetings with potential clients.
- Closing and executing finance and sales transactions.
- Servicing existing clients.
- Attending training sessions and meetings.
- Pursuing personal and professional development via individual study and continuing finance education courses which can include pursuit of Certified Financial Planner (CFP) designation.
Financial Advisor Requirements:
- You must have a strong team-based work ethic bolstered by confidence, persistence and a high degree of personal integrity.
- 4 year degree.
- Excellent communications skills, verbal and written.
- Authorization to work in the Unites States.
- Sales and finance experience is helpful, but not required.
About MATAURO, LLC.
About Us For Candidates:
MATAURO, LLC. is a financial services firm based out of New York City, New York . Our firm is a subsidiary of AXA Advisors, LLC. and was founded in 2005. We call on high-level problem solving and a powerful capital markets platform to create actionable solutions and best serve our clients. Our process involves in-depth research, quantitative scrutiny, and thorough risk analysis to produce unique investment ideas. We're looking for candidates who are eager to utilize their newly acquired knowledge as a tool to inform prospecting efforts that relate to specific areas within the financial services industry.
About Us For Our Clients:
At Matauro, we realize financial decisions don't revolve solely around what's in your wallet. We focus on communication to gain an understanding of who you are both personally and professionally. From here, we can assess your situation on a deeper level, simplify your problems and devise thoughtful solutions.
We're not about complex jargon, or bells & whistles to entice our clients. We're about hard work, diligence and bringing your needs to the forefront. Other firms calculate their value on what you can provide for them; we calculate our value based on what we can provide for you. It's that simple.
Our Philosophy:
To find balance in life, we have to avoid falling victim to dangerous extremes. To find balance in your portfolio we take the same concept, but go a step further by incorporating methodologies that further protect your financial well-being to the best of our ability. We meld concepts from free-market economic theories, utilize asset pricing models, and mix in tax-advantaged investment platforms to manage risk and protect your wealth.
In addition, we also seek to provide value in the area of financial decision making and organization. We realize people's day to day lives are chaotic, which can make structuring important financial decisions difficult.
Part of our philosophy involves catering to the behavioral aspect associated with financial decision making. The culmination of this line of thought resulted in the creation of SmartSet, MATAURO's wealth management arm. By utilizing SmartSet's unique process we help to create clarity around the financial decisions that you will be facing in the future.
Unlike other firms, we don't forecast what we don't know; we educate you on what we do know, so that you're empowered to make educated decisions on the matters that mean most to you.
Our objective is to structure your finances in a way so that they're balanced across the dimensions of tax, time and risk. When all is said and done, we hope to make sure you're best prepared for even the most extreme scenarios