Financial Advisor

Financial Advisor / Financial ProfessionalAbout the OpportunityWe are looking for motivated and forward-thinking, people-focused individuals who are passionate about making a positive impact in the lives of others. As a Financial Professional, you will help individuals, families, and business owners create personalized financial strategies designed to protect their loved ones, accumulate wealth, and prepare for retirement. This is more than a traditional sales position—it's an opportunity to build your own career while receiving the support, training, and mentorship of one of the nation's most established financial services organizations. You'll have the flexibility to grow your practice, expand your network, and create a career with long-term income potential. If you're driven, coachable, and enjoy developing meaningful relationships, this career offers unlimited opportunities for personal, professional, and financial growth. Please Note: Applicants must currently reside in New York to be considered for this opportunity. Training ProvidedNo prior experience in financial services is required. We provide a comprehensive training program designed to help you succeed from day one. Our training includes: Comprehensive onboarding and licensing support One-on-one mentorship from experienced leaders Hands-on coaching and professional development Sales, marketing, and business-building strategies Financial planning and product education Ongoing workshops, training sessions, and leadership development • What We Offer Continued support as you build and grow your practice Our goal is to provide you with the knowledge, resources, and confidence needed to build a successful and rewarding career. Health insurance Dental insurance 401(k) Comprehensive training program Training allowance and first-year stipend (for qualified candidates) Expense allowance Performance-based bonuses Renewal and Trail income Council trips and recognition programs Flexible schedule with the opportunity to build your own career Average Compensation Compensation is performance-based and designed to reward long-term success. Year 1: $85,000 – $132,000 Year 3: $109,000 – $205,000 Year 5: $132,000 – $287,000 • Compensation Includes Year 10+: $239,000 – $500,000+ Commission Training Allowance Expense Allowance First-Year Stipend (for qualified candidates) Renewal & Trail Income Performance Bonuses Additional Incentive Opportunities What We're Looking For The ideal candidate is someone who: Is self-motivated and goal-oriented Enjoys building meaningful relationships Has strong communication and interpersonal skills Possesses a business mindset Is committed to helping clients achieve financial security Values integrity, professionalism, and exceptional customer service Is eager to learn and grow through ongoing training and mentorship Whether you're launching a new career or looking for an opportunity with unlimited growth potential, we'll provide the training, mentorship, and support to help you build a successful financial services practice. Responsibilities: • Create customized financial plans suitable for each client based on potential life changes and changing financial needs • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given Qualifications: Bachelor's degree preferred (not required for all qualified candidates).Strong communication and interpersonal skills.Self-motivated with a forward-thinking mindset.Excellent time management and organizational abilities.Ability to build and maintain long-term client relationships.Comfortable networking and developing new business opportunities.Goal-oriented with a track record of achieving performance objectives.High level of integrity, professionalism, and ethical decision-making.Ability to work independently while collaborating with a supportive team.Customer service, sales, or business development experience is a plus but not required. Compensation: $85,000 - $132,000

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Compensation:
$85,000-$132,000 per year