Financial Advisor

Financial Advisor Trainee – Build a Business, Not Just a Book

Port Jefferson, Long Island, NY | In-Office

100% Commission | Uncapped Earning Potential

Applying for this role is straight forward Scroll down and click on Apply to be considered for this position.

The Opportunity

BrokerHunter is conducting a confidential search on behalf of an independent financial services firm in Port Jefferson, Long Island seeking ambitious professionals who want to build a long-term career as a Financial Advisor

This is an in-office opportunity designed for someone who wants to learn the financial services business, develop client relationships, and ultimately build a business of their own.

You do not need an existing book of business, millions of dollars in AUM, or 10 years of financial services experience.

What you do need is ambition, discipline, strong relationship-building skills, and the desire to learn how to build a business.

Build Relationships First

The opportunity goes beyond simply finding assets to manage.

Advisors learn how to identify a variety of financial needs within their network and connect clients with appropriate solutions and resources, including:

• Investment management
• Retirement planning
• Estate planning
• Tax strategies
• Life and other insurance
• Commercial financing
• Private equity and alternative investments
• Business planning

The goal is to build long-term client relationships and develop a business that can grow beyond a traditional AUM-only practice.

Who We're Looking For

This is a trainee-level opportunity , so previous financial services experience is helpful but not required

Candidates may come from backgrounds such as sales, banking, insurance, real estate, business development, entrepreneurship, hospitality, professional services, or other relationship-driven careers.

Successful candidates will be:

• Ambitious and entrepreneurial
• Comfortable developing new relationships
• Coachable and willing to learn
• Self-motivated and disciplined
• Interested in building a long-term career in financial services
• Able to work in-office in Port Jefferson, Long Island

Training & Support

Our client provides:

• Structured training and mentorship
• Licensing guidance and support
• Investment and portfolio-management education
• Access to experienced financial professionals
• Estate- and tax-planning resources
• Insurance capabilities
• Commercial financing resources
• Private equity and alternative investment opportunities
• A platform designed to support your business as it grows

Compensation

100% Commission | Uncapped Earning Potential | Recurring Revenue

This is an entrepreneurial opportunity rather than a traditional salaried position.

Your income is tied directly to the relationships and business you develop. As your capabilities grow, you'll have the opportunity to develop multiple revenue streams and recurring income.

Start With No Book. Build One. Then Build a Business Around It.

You may be starting with zero clients. That's okay.

You'll receive support to learn the business, develop your skills, pursue the appropriate licenses, and understand how to build and serve a client base. xhyhwjd

This opportunity is designed for someone who wants to build relationships, help people, control their earning potential, and create a business of their own within the financial services industry.

Location: Port Jefferson, Long Island, NY

Work Arrangement: In-Office

• Interested candidates are encouraged to apply now!