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: • Embrace the role of a structured yet coachable team player open to continued education and training from other team members • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals Qualifications: • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • A required Bachelor’s degree in business administration, finance, or similarly related field • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired • 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

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