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Associate Financial Advisor

Zecher
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Company Description

Zecher is revolutionizing the financial industry by creating a modern, unified financial operating system that integrates banking, investing, portfolio management, insurance, credit, lending, and tax strategy. Combining human advisors with AI intelligence, Zecher provides a seamless, personalized, and proactive "Personal CFO" experience. The platform is designed to empower the next generation with long-term wealth creation and a customer-first approach. Zecher’s mission is to replace disconnected systems with a trusted one-stop platform tailored for financial success.

 

Role Description

This is a full-time, hybrid position based on Long Island, NY, for an Associate Financial Advisor. The Associate Financial Advisor will work closely with clients to provide personalized financial planning, create tailored strategies for investments, retirement planning, and wealth management, and deliver expert financial advice. The role requires effective communication with clients and collaboration with the advisory team to align strategies with clients’ financial goals.

 

Qualifications

  • A willingness to be uncomfortable while you grow
  • Extreme persistence
  • Grit and emotional resilience
  • Coachability
  • High standards