Thoroughbred Advisors
Company Description
Thoroughbred Advisors, founded by Conor Boyd, is dedicated to delivering top‑tier financial planning, technology, and service experiences to clients. The organization adheres to a comprehensive Financial Planning Process, ensuring that all products, plans, and professionals work efficiently toward achieving financial security and prosperity for clients. With a network of qualified professionals, including CPAs, attorneys, pension administrators, and insurance underwriters, Thoroughbred Advisors provides a collaborative and customized approach to financial planning. Located in Latham, NY, the firm is committed to guiding clients at every stage of their financial journey, from initial planning to achieving long‑term goals.
Role Description This is a full‑time hybrid role for a Financial Representative, based in Latham, NY, with flexibility for some remote work. The Financial Representative will work closely with clients to identify their financial goals and develop tailored financial plans. Responsibilities include analyzing clients’ financial needs, offering guidance on investments, retirement planning, insurance, and other financial products, and providing personalized solutions to improve financial security. The position involves ongoing client relationship management and collaboration with internal and external financial professionals to ensure optimal service and outcomes.
Qualifications
Knowledge and experience in Financial Planning and Retirement Planning
Familiarity with Insurance and Investments
Strong understanding of financial concepts and expertise in Finance
Excellent interpersonal, communication, and problem‑solving skills
Ability to work independently and collaboratively in a hybrid environment
Licensed or willingness to obtain relevant licenses (e.g., Life & Health Insurance License, FINRA Series 7 and 66, or equivalent)
Bachelor’s degree in Finance, Economics, Business, or a related field is preferred
Commitment to providing exceptional client service and fostering long‑term relationships
Job Details
Location: Latham, NY
Employment type: Full‑time
Seniority level: Entry level
Job function: Sales and Business Development
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Role Description This is a full‑time hybrid role for a Financial Representative, based in Latham, NY, with flexibility for some remote work. The Financial Representative will work closely with clients to identify their financial goals and develop tailored financial plans. Responsibilities include analyzing clients’ financial needs, offering guidance on investments, retirement planning, insurance, and other financial products, and providing personalized solutions to improve financial security. The position involves ongoing client relationship management and collaboration with internal and external financial professionals to ensure optimal service and outcomes.
Qualifications
Knowledge and experience in Financial Planning and Retirement Planning
Familiarity with Insurance and Investments
Strong understanding of financial concepts and expertise in Finance
Excellent interpersonal, communication, and problem‑solving skills
Ability to work independently and collaboratively in a hybrid environment
Licensed or willingness to obtain relevant licenses (e.g., Life & Health Insurance License, FINRA Series 7 and 66, or equivalent)
Bachelor’s degree in Finance, Economics, Business, or a related field is preferred
Commitment to providing exceptional client service and fostering long‑term relationships
Job Details
Location: Latham, NY
Employment type: Full‑time
Seniority level: Entry level
Job function: Sales and Business Development
#J-18808-Ljbffr