Financial Services Professional

Financial Services Professional

Company:
Fincadia Capital Partners

Location:

Financial District, NYC / Melville, NY / Putnam County, NY
Type:
Full‑Time

About Us:

Fincadia Capital Partners is an affiliate of Arete Wealth – a recognized, ranked, Independent broker‑dealer and RIA, dedicated to providing comprehensive financial services and committed to helping clients achieve their investment goals. We pride ourselves on our client‑centric approach, focusing on creating tailored financial strategies that empower our clients to navigate through their financial journey with confidence. At Fincadia Capital Partners, we believe in fostering the development of individuals who have an interest in finance, and we offer in‑depth training for those preparing for a career in financial services.

We are seeking a dedicated Financial Services Professional to join our growing team. The ideal candidate will be instrumental in fostering client relationships, understanding their financial objectives, and developing strategic investment plans to help them achieve their financial goals.

• Develop and nurture client relationships by providing expert financial advice and creating tailored investment strategies.
• Ensure compliance with all regulatory requirements and adhere to company and industry standards.
• Collaborate with the internal team to optimize client portfolios and identify new investment opportunities.
• Conduct thorough financial analyses to understand client needs, risk tolerance, and financial position.
• Provide clients with comprehensive financial planning services, including but not limited to retirement planning, estate planning, and tax strategies.
• Keep abreast of market trends, investment products, and other financial services to provide clients with up‑to‑date and accurate advice.
• Participate in continuous professional development and training sessions.

• Bachelor’s degree in finance, economics, or related field. (Preferred Not Required)
• 1‑3 years of experience in financial planning, investment management, or a related field.
• Holding or willing to obtain relevant licenses (e.g., Series7, Series
  66).
• Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation is preferred.
• Strong analytical, decision‑making, and problem‑solving skills.
• Excellent interpersonal and communication skills.
• Proficiency in financial planning software and Microsoft Office Suite.
• Commitment to maintaining confidentiality and adhering to compliance regulations.

• Competitive Compensation: offering a competitive compensation package with a lucrative bonus structure.
• Flexible Work Environment:
  Enjoy the flexibility of a hybrid work model that allows you to work from both home and our state‑of‑the‑art office.
• Professional Development:
  Continuous learning opportunities with ongoing professional development and training.
• Collaborative Culture:
  Be part of a team that values transparency, collaboration, and innovation.
• Client‑Centric Approach:
  Join a company that prioritizes its clients, providing them with exceptional and personalized service.

Interested candidates should submit their resume and a cover letter detailing their relevant experience and interest in the position to

Fincadia Capital Partners is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.