Associate Financial Advisor

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today Responsibilities: • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management • Be a coachable, organized team member interested in pursuing training development and educational opportunities Qualifications: • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required • Up-to-date FINRA Series 7 & 63/66 documents are a bonus • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary • Must have the ability to successfully network and prospect for new clients • Must live in or near Long Island, Brooklyn, or Queens Compensation: $100,000 at plan yearly • Compensation: $100,000 per year