Financial Advisor

1 week ago

Smithtown, New York, United States CXG Holdings Inc Full time
About the RoleWe are seeking a highly skilled Client Advisor to join our team at CXG Holdings Inc. In this position, you will be responsible for working with broker-dealer and prospective clients to identify business objectives and provide solutions. The ideal candidate will possess prior experience in FINRA and sales roles.

This is an excellent opportunity for someone looking to work in a fully remote environment with a company that values personal and professional growth. We offer a competitive salary range of $35,000 - $45,000 per year, plus a sales-based bonus structure. Our comprehensive benefits package includes flexible work schedules, PTO, 401(k) with employer contribution, and opportunities for career advancement.

The successful candidate will be a self-motivated individual with excellent communication and problem-solving skills. They will also have a passion for building and maintaining relationships with broker-dealers. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply.

Key Responsibilities
  • Identify business objectives and develop solutions for broker-dealer clients
  • Work closely with the Director of Growth and Operations to achieve sales targets
  • Maintain strong relationships with existing clients and identify new business opportunities

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