Associate Financial Advisor

2 weeks ago


Roslyn, United States Northeast Financial Network Full time

Financial Professional

Northeast Financial Network

Overview:

As a Financial Professional, you will be an advocate for your clients, continually enhancing, enriching, and serving your community. NEFN is looking for self-motivated individuals like you to join our network of Financial Professionals. You will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future.

You possess…

A passion for helping others and making a positive impact in your community.

• An entrepreneurial spirit and desire to own a business that provides the ability to integrate your life and work – on your terms.

• A lifelong learner mentality with a desire to continue growing.

• Self‐motivation, a confident personality, high integrity, and a strong desire to succeed.

What you’ll be doing…

• Working with clients to understand their goals, concerns, and current financial information.

• Analyzing information to create a strategy with appropriate products and services.

• Developing and maintaining a base of clients who value your input and guidance.

• Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years.

What we provide:

• Tools and technology to help you appropriately gather, manage, and service your clients.

• Development and training—locally, virtually, and nationally—to support your educational needs.

• Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients.

• Mentorship and joint-work opportunities.

• Superior service and support.

• A competitive benefits package including Defined Benefit Plan, 401(k) with Match and Roth options, health, and dental insurance and more.

• Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.

Compensation & Benefits:

• The Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two.

Requirements:

Must be a US citizen or permanent resident

• A four‐year college degree

• Obtain appropriate licensing company sponsored

To apply: email Mary Ann Patton or send resume - maryann.stahl-patton@northeastfn.com



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