Financial Advisor
$75kTitus Talent Strategies
Job Description
Financial Advisor – Keep What YOU Build | Long Island, NY
\n \nTitus Talent Strategies is retained by a boutique, family-run wealth management and financial planning practice on Long Island to find their next Financial Advisor.
\nThis firm serves entrepreneurs, business owners, and high-net-worth/family-office clients across the tristate area, manages roughly $500M in AUM, and runs on EOS/Traction — so you'll join a team with clear structure, real accountability, and a genuine growth plan (not just a title).
\n \nWhat makes this different:
\nWhether you're bringing an established book or you're ready to build one from scratch — book or no book, you keep what you build. This firm has a structured 3-6-9-12 month training program and hands-on mentorship designed to get you producing, not just licensed.
\n \nThe role:
\n- \n
- Build and grow your own client book with direct mentorship from experienced advisors \n
- Access to a firm-wide network of high-net-worth and business-owner relationships \n
- Target: $5–10M in AUM in year one, with a clear runway beyond that \n
Compensation:
\n- \n
- $75,000 base salary, paid quarterly \n
- Uncapped commission from day one — no ceiling on what you earn as your book grows, whether you're bringing one or building one \n
What you need:
\n- \n
- Active Series 7 and 66 licenses \n
- Drive, coachability, and a genuine "hungry to learn and grow" mindset \n
- Comfort working in a small-team, high-accountability environment \n
Vacancy posted 4 days ago
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