BNY Mellon Careers

Dreyfus Financial Advisor I

Boca Raton, Florida
Asset Management


Job Description

In the Advisor I position, you will actively reach out to our existing client base to expand current relationships. The Advisor is responsible for providing investment advice based on the individual clients investment goals, time horizon and risk tolerance. The Advisor must be able to work with their clients to determine the proper asset allocation in order to construct a well- diversified portfolio that meets the client needs and meets all compliance, suitability as well as the new DOL best interest standard regulation. The Advisor I will also onboard new clients that may be referred from our existing client base or our call center.

Qualifications

The ideal candidate should be energetic, self-motivated, and work well under time constraints. They must also possess a strong desire to work in an outbound sales environment and be driven by sales results. The candidate must have at least 2+ year experience in investment industry and a bachelor s degree or advanced degree preferred. They need to have strong analytical ability and demonstrated sound judgment in dealing with retail clients. S/he must be highly organized with a keen attention to detail, and must possess exceptional technical, verbal and written communication skills. The candidate must be a registered rep (holding Series 7 and 63) or willingness to obtain within 90 days of hire. They will also need to obtain a Series 65 or 66 Investment Advisor license and an insurance license within the first year of employment.

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

As one of the nation's leading wealth managers, BNY Mellon Wealth Management is dedicated to helping individuals, families, planned giving programs, endowments, foundations and other institutions with all of their wealth and investment planning needs. By providing integrated products, services and solutions, we help them capitalize on opportunity while managing risk. Backed by more than two centuries of experience, we understand our clients' needs and deliver customized strategies to help them reach their goals.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.


Primary Location: United States-Florida-Boca Raton
Internal Jobcode: 33632
Job: Asset Management
Organization: Dreyfus Retail MF-HR16385
Requisition Number: 1810487