Financial Advisor

Description

Training Provided

We are seeking motivated, ambitious, and relationship-driven individuals to join our team as Financial Professionals. In this role, you will work closely with individuals, families, and business owners to help them identify their financial goals and develop personalized strategies to protect what matters most and build long-term financial security.

As a Financial Professional, you'll have the opportunity to build your own practice while receiving comprehensive training, ongoing mentorship, and support from an established organization. This is an excellent opportunity for individuals who enjoy helping others and are looking for a rewarding career with unlimited income potential and opportunities for professional growth.

Successful candidates are self-motivated, goal-oriented, and committed to providing exceptional client service while building lasting relationships within their communities.

Candidates who do not reside in New York will not be considered for this position.

Benefits

• Health insurance
• Dental coverage
• 401(k)
• Extensive training program
• Training allowance & stipend if you qualify
• Council Trips

Average Compensation Range

• Year 1| $85,000-$132,000
• Year 3| $109,000-$205,000
• Year 5| $132,000-$287,000
• Year 10| $239,000-$500,000

Payment Method:

• Commission
• Training Allowance
• Expense Allowance
• First Year Stipend
• Renewals/ Trails
• Bonus's

Responsibilities

• Build and maintain long-term relationships with clients by understanding their financial goals and providing ongoing support.
• Develop personalized financial strategies and recommend solutions to help clients protect and grow their financial future.
• Prospect for new clients through networking, referrals, and community involvement.
• Conduct regular client reviews to ensure financial plans remain aligned with changing needs and objectives.
• Participate in training and professional development while maintaining compliance with company policies and industry regulations.

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.