Longwave Financial (New York, NY) Seeking Financial Advisor & Client Service Associate (Currently Remote)

Financial Advisor

https://www.linkedin.com/jobs/view/2478352331

Longwave Financial, an independent advisory firm, is excited to hire a financial advisor/client relationship manager to support and enhance our dynamic growth. This candidate will bring a meaningful track record of in-depth knowledge, enthusiasm for a high touch client experience combined with a passionate belief in the tenets of financial planning.  If you’re committed to making an impact in people’s lives and leaving the world better than you found it, you will thrive at Longwave.

The Role:

You will handle all aspects of financial planning and investment management for a segment of our wonderful clients. This includes regular reviews, initiating outreach and resolving incoming client inquiries. You’ll be comfortable and confident when interacting with clients’ outside professionals to ensure a thorough and robust financial planning experience. Our outstanding operations and administrative team members are responsible for the day to day while you proactively nurture and enhance client relationships.

Your Experience:

  • B.A.
  • CFP or CRPC designation
  • At least 3 years of hands-on advisor experience including leading meetings, providing proactive financial planning advice and making investment recommendations.
  • If fully licensed (series 7, 66 and NYS Life & Health), clean U4. If not licensed, obtain licenses within 90 days.

Your Skills:

  • Very team-oriented
  • Strong, adaptive technology abilities
  • Intellectual curiosity and passion for our business

Longwave Financial believes in a team-oriented environment of motivated people who genuinely enjoy being around each other and having a work/life balance. We welcome like-minded, passionate individuals who are actively pursuing both personal and professional growth. We are currently remote but anticipate a hybrid schedule beginning in the fall.

Client Service Associate (remote) 

https://www.linkedin.com/jobs/view/2442957279/

Longwave Financial, an independent advisory firm, is excited to be hiring an experienced client service associate to support and enhance our dynamic growth. This candidate will bring a meaningful track record of operational excellence, enthusiasm for a high touch client experience combined with a preference for being an integral part of a strong team environment.

The Role:

Day to day operations for the team include:

  • Handle all new account and ancillary paperwork from start to finish.
  • Manage money movement including ACATs, journals and ACH/wires.
  • Creating annuity/insurance paperwork and tracking the approval process.
  • Function as a backup for trading.

Your Experience:

  • B.A.
  • At least 3 years of hands-on client service/operations experience in a b/d or bank setting.
  • Series 7 & 66 licenses preferred but not required.

Your Skills:

  • Team-oriented mindset
  • Strong, adaptive technology abilities
  • Problem-solving approach
  • Focused on providing outstanding support to our advisors

Longwave Financial believes in a team-oriented environment of motivated people who genuinely enjoy being around each other and having a work/life balance. We welcome like-minded passionate individuals who are actively pursuing both personal and professional growth. At the present time, we are remote and plan to return to the office when it’s safe for the team and our clients to be together.