Financial Planning Presenter (Physician Events)

Financial Planning Presenter (Physician Events) — Travel Required

Wall Street Alliance Group | Branch Office of Osaic Wealth | New York, NY

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About us

Wall Street Alliance Group is a wealth management firm serving physicians and their families. We deliver financial planning seminars at medical conferences and physician events nationwide, and we have more opportunities than we can currently staff. We're hiring a dedicated presenter to meet that demand.

The role

You'll be our voice on stage. We book the events; you deliver engaging financial planning presentations to physician audiences and come back with qualified leads. You'll follow up to set appointments, then hand the relationship to our advisory team. This is a high-volume presenting role for someone who loves being in front of a room and is energized by travel.

What you'll do

• Deliver financial planning presentations at physician conferences and events nationwide, covering retirement, estate planning, tax strategies, cash balance and defined benefit plans, and investing
• Travel frequently, including evenings and some weekends
• Engage audiences, capture leads, and follow up to set appointments for our advisors
• Represent the firm professionally and build rapport with physician groups
• Tailor presentations to each audience within compliance guidelines

What you bring

• Active Series 7 and Series 66 (or Series 65) licenses
• Strong public speaking skills, with a track record of engaging professional audiences
• Familiarity with financial planning concepts, including retirement, tax, and estate planning
• Willingness to travel frequently, including evenings and some weekends
• Self-motivated and results-driven

Preferred

• CFP or CFA designation
• Experience presenting to physicians or medical associations
• Familiarity with cash balance and defined benefit plans
• Fluency in Urdu or Hindi, for presenting to and connecting with South Asian physician audiences

Compensation and benefits

Base salary $120,000–$150,000, commensurate with licensing and designations, plus a performance bonus tied to kept appointments and new client conversions. Target total compensation $175,000–$250,000+. Full benefits including 401(k) and health insurance. xhyhwjd All travel expenses are covered.