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Remote Financial Advisor

Date Posted: May 28, 2026
: USD 100.00 - USD 100.00
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Job Detail

  • location_on
    Location West New York, New York, United States of America
  • desktop_windows
    Job Type: Any
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Jun 28, 2026
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Job Description

Overview

Marion Counseling Services (MCS) is seeking a Remote Financial Advisor to assist clients in achieving their financial goals through personalized planning and investment advice. The role involves maintaining client relationships and staying informed on market trends to provide comprehensive financial guidance.

Key responsibilities

  • Assess clients' financial goals and develop personalized plans
  • Provide investment advice and portfolio management
  • Offer guidance on retirement planning, tax strategies, and estate planning
  • Stay updated on market trends and regulatory changes
  • Build and maintain client relationships

Required skills

  • Relevant certifications (CFP, CFA)
  • Strong understanding of financial markets and products
  • Excellent communication and interpersonal skills
  • Proven experience in financial advisory
  • Financial planning and analysis
  • Investment management
  • Risk assessment and management
  • Client relationship building

What the company offers

Not specified in the original listing.

Skills Required

Company Overview

Marion Counseling Services (MCS)
West New York, New York, United States of America
0 Current Jobs Openings

Marion Counseling Services (MCS) is dedicated to providing support and resources for individuals seeking help with their mental health needs. The organization emphasizes the importance of financial stability in achieving overall well-being. Read More

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