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Financial/Wealth Management Advisor
2 months ago
**MUST RESIDE IN BRONX, WESTCHESTER, PUTNAM, QUEENS COUNTY, NY OR SOUTHERN CT** The ideal candidate will reside around the area of Stamford, Westport, or Fairfield, CT and have a strong desire to help people financially grow. To deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Help Clients Achieve Their Goals - Strive to understand clients' goals and visions to develop holistic financial solutions that optimally guide clients on a path to achieve financial security and success long-term using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. Make an Impact While Accomplishing Work-Life Balance - Maintain autonomy and flexibility to build, develop, and manage own practice while receiving support and mentorship from our firm’s exceptional network of financial specialists and leaders. Build a Personally, Professionally, and Financially Rewarding Career - Develop a career that not only provides outstanding self-determined uncapped earning potential, but will more importantly provide the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity. Qualifications (Preferred) Bachelor's degree in Finance or related field 2 + years' of industry experience Strong understanding of the investment business Excellent interpersonal skills and strong personal network Compensation Structure / Benefits $70K-$250K; based on 2015-2023 company average for representatives in the first 3 years Sponsorship and support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more NM Funded Retirement Package and Pension Plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Leadership + Professional Growth Opportunities Award-Winning Training + Mentoring Program Personalized Mentorship from Top Advisors and Industry Leaders
