Financial Advisor

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Responsibilities: • Be a coachable, organized team member interested in pursuing training development and educational opportunities • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management Qualifications: • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • Must have the ability to successfully network and prospect for new clients • Must live in or near Long Island, Brooklyn, or Queens Compensation: $100,000 at plan yearly

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Compensation:
$100,000 per year