Latham, NY

Job Description

Job Description

Become a Financial Representative with Thoroughbred Advisors! Who is Thoroughbred Advisors? With local offices in Latham and Queensbury, we represent a diversified family of financial services companies. Thoroughbred Advisors is a growing force in the Capital Region and we believe that family, friends and the experiences we share make life worth living. Thoroughbred Advisors offers a unique independence regarding access to services and resources, in addition to independence of thought, and the development and transfer of knowledge, all delivered within a relationship building process that inspires action. We can teach you what you need to know to create a life for yourself and your family that you likely didn’t realize was possible through this avenue. Financial Representative Responsibilities:

• Cultivate and strengthen relationships with individuals, including; professionals, state/municipal employees, newlyweds, families, members of the armed services, business owners, and more.
• Offer comprehensive financial planning and/or focus on specific areas of need including: Advisory Services, Retirement Analysis, Insurance, Estate Strategies, Employee Benefits and Business Continuation Strategies.
• Deliver high quality planning, technology, and service experience to existing and growing clientele utilizing the specific Thoroughbred Advisors' Financial Planning Process.
• Specific, holistic method for gauging and developing the financial wellness plans for each individual client.

Our Desired Candidate:

• You are dependable, competent, inquisitive, motivated, efficient, active and accurate.
• You are personable, approachable, generous and caring, with a natural ability to connect and communicate with others and inspire others to be passionate about things you believe in.
• You are likely a college graduate but never majored in economics or finance and may have little to no experience in the Financial Services Industry.
• You have a track record of success in some area of your life, whether you are capped out the earning potential of your current position or were selected as “Teacher of the Year.”

What’ s in it for you?

• Opportunity for support and sponsorship in attainment of both required licensure and desired additional certifications.
• Top notch training and development, that is priceless for those who are new to the industry, as well as seasoned professionals. (Mentoring and joint work opportunities are available as needed but are not mandated.)
• Access to thousands of products, planning tools and behind the scenes support to implement each client’s tailored strategy.
• Full Time Representatives have access to W-2 employment, including; health, vision and dental benefits, as well as highly competitive pay out percentages.
• Those who meet and succeed set goals have been rewarded with yearly national and international training trips.
• Income is determined by your efforts; each representative has access to professional facilities with up to date technology for inspiring client meetings.
• Flexible scheduling to accommodate each individual’s life circumstances.

Securities, financial planning and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC, 333 Westchester Avenue, South Building Suite 3302, White Plains, NY 10604 View phone number on ziprecruiter.com. Thoroughbred Advisors, LLC is independent of Equity Services, Inc. Candidates seeking to offer these services will need to obtain the same registrations, TC94294(0317)P. Recruiting Purposes Only Must be legally able to work in US Job Types: Full-time, Part-time Pay: $15,000.00 - $150,000.00 + per year Benefits: 401(k)401(k) matchingDental insuranceFlexible scheduleHealth insuranceLife insuranceProfessional development assistanceRetirement planVision insurance Schedule: Mostly Monday to Friday, you set your own meetings and schedule Supplemental Pay: Bonus payCommission pay COVID-19 considerations: To keep our team and clients as safe as possible, we have a variety of virtual meetings and trainings available. Education: Bachelor's (Preferred)High school diploma/GED (Required) Experience: Financial Services: 1 year (Preferred)Customer relationship management: 2 years (Preferred)