Financial Advisor

Location: Plainview, NY (Hybrid / Onsite — 4 days in office) Base Salary: $90,000 – $120,000 + Bonus + Full Benefits Experience: 2–3+ Years in Wealth Management / Financial Planning Are you an experienced Financial Advisor tired of cold calling and relentless production quotas? Talent Harbor has been retained by a premier, second-generation independent wealth management firm based in Plainview, NY to represent an exceptional Financial Advisor opportunity. Our client believes true financial planning should always precede product recommendations, focusing on long-term client mindset and relationships rather than market hype or sales tactics. Because of rapid growth, our client is expanding their team and offering a salaried advisory role with ZERO cold calling or self-sourcing required . All prospective client consultations, warm household handoffs, and firm-generated leads are provided directly to the Advisor. If you are a high-EQ, polished relationship builder who wants to deliver comprehensive, holistic financial plans without the burden of cold prospecting, this position was designed for you. Why Consider This Opportunity? Guaranteed Salary & Income Stability: A salaried advisory role ($90k–$120k base) Warm Lead Pipeline: Focus 100% of your energy on client relationships, financial planning, and onboarding. No cold calling or network-draining required. Planning-First Culture: Our client leads every interaction with interactive financial planning (using eMoney) rather than high-pressure sales or jargon. Dedicated Pod Support: Work alongside a dedicated Paraplanner and Administrative Specialist in a collaborative 3-person pod model. Long-Term Growth: Join a tight-knit, expanding practice where your contribution directly drives firm success and long-term career trajectory. Key Responsibilities Manage & Service Client Relationships: Serve as the primary dedicated advisor for an assigned portfolio of client households across Long Island and the NY Metro area through annual reviews, interim check-ins, and ongoing plan updates. Lead Prospect Consultations: Conduct ~1 firm-provided consultation per week, guiding prospective clients through discovery and financial plan proposals to build long-term advisory relationships. Deliver Holistic Financial Plans: Build, model, and present interactive financial plans using software (eMoney)—analyzing cash flow, retirement scenarios, estate considerations, and risk management profiles. Integrated Risk Management: Evaluate and present life, disability, and long-term care insurance solutions as part of a complete financial plan. Community Engagement: Participate in quarterly evening client events (~4x/year) designed to build community and engage client households. Candidate Profile & Qualifications Experience: 2–3+ years of experience in financial planning, wealth management, or insurance-based risk planning. High EQ & Communication Skills: A warm, articulate communicator who listens first, reads the room, earns trust quickly, and avoids industry jargon. Licensing: Active Series 7 and Series 66 (or Series 63 + 65), or the active ability to obtain them upon hire. Credentials (Preferred): CFP designation or active pursuit (e.g., coursework underway or exam date scheduled). Tech Savvy: Familiarity with interactive financial planning software (eMoney or MoneyGuide Pro preferred). Commute & Location: Located within a reasonable commute to Plainview, NY (Nassau County, Suffolk County, Queens, or Brooklyn). Clear Background: Must pass standard FINRA BrokerCheck and compliance review. Compensation & Benefits Package Base Salary: $90,000 – $120,000 (commensurate with credentials and experience) Annual Discretionary Bonus: Target ~10% based on clear, measurable performance metrics. Optional Upside: Incentive compensation available if you choose to bring in self-sourced business (optional, not required). Health Reimbursement Arrangement (HRA): Up to $500/month reimbursement toward health insurance premium expenses. Retirement Plan: Simple IRA with firm contribution. PTO & Perks: 15 days PTO + 10 paid holidays + Long-Term Disability (LTD) coverage. Work Schedule: Core hours ~9:00 AM – 6:00 PM, Mon–Fri (4–5 days in Plainview office, up to 1 day WFH flexibility). #J-18808-Ljbffr Talent Harbor