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Investment Counselor

4 months ago

New York, United States Talent Masters Full time

About the job Investment Counselor - Outside Sales Training Program - Hybrid

Financial Advisor Opportunity at a Top-Tier Fortune 100 Firm

Full Training & Licensing Provided

Join an exciting100% commission-based sales role with unlimited sales earnings potential

*Must reside locallyfor initial in-office training at our prestigious Manhattan, NY office inGreenwich Village*

Talent Masters is teaming up with an award-winning, industry-leading financial services company to find a driven, high-energy Financial Advisor who knows and loves their local area. Our client is a prestigious, top-tier Fortune 100 firm that has received numerous accolades for its outstanding performance and commitment to excellence. If you're a local expert with a passion for helping others achieve their financial dreams, we want you on our team

What You'll Do:

  • Build strong relationships with clients, providing top-notch financial advice and personalized solutions.
  • Assess clients' financial needs and goals, then knock their socks off with tailored recommendations
  • Keep a pulse on industry trends and regulatory changes to ensure you're always offering the best guidance.
  • Collaborate with our awesome internal teams to deliver seamless service and stellar client satisfaction.
  • Grow your network and attract new clients through business development activities.
What We Need from You:
  • Strong connections and networks in your local market; you're either a local or have been part of your community for a long time. Volunteer work is a huge plus
  • A desire to be your own boss and take charge of your financial future as an entrepreneur
  • Comfort following a structured process that has made thousands of other financial advisors 6-figure income
  • Leadership skills and experience, with a go-getter attitude.
  • A Bachelor's degree in Finance, Economics, Business, or a related field.
  • Financial services experience is a plus, but not required. Experience in financial planning, investment strategies, and risk management is a bonus
  • Sales or client-facing background, ideally in a commission-based role.
  • Stellar communication skills and a knack for building strong client relationships.
  • Self-motivation, drive, and the ability to thrive in a fast-paced environment.
  • Willingness to study for and obtain FINRA Series 7 and 66 licenses.
  • Financial ability to attend a 3-week training program and work on commission - let's make it happen
What's in It for You:

Although this is a 100% Commission Based role, we do offer incentive pay in your 1st year which varies by location. Financial advisors who go through our process can expect the following income trajectory:
  • 1st Year: $90K-$200K
  • 2-3 Years: $150K-$250K
  • 3-5 Years: $250K-$500K
  • 5+ Years: $500K+
In addition, we offer the following:
  • Fully paid training and licensing - we invest in your success
  • W2 employee status with full health, medical, dental, vision, and retirement benefits.
  • A supportive local office that will set you up for success and hold your hand through the entire process.
Ready to make a difference in your local community and transform lives? Don't wait - apply now to join our dynamic team as a Financial Advisor at this top-tier, award-winning Fortune 100 firm and let's make some financial dreams come true

Package Details

What's in It for You:

Although this is a 100% commission-based role, we offer incentive pay in your 1styear,which varies by location. Financial advisors who go through our processcan expect the following income trajectory:
  • 1st Year: $90K-$200K
  • 2-3 Years: $150K-$250K
  • 3-5 Years: $250K-$500K
  • 5+ Years: $500K+
In addition, we offer thefollowing:
  • Fully paid training and licensing - we invest in your success
  • W2 employee status with full health, medical, dental, vision, and retirement benefits.
  • A supportive local office that will set you up for success and hold your hand through the entire process.