Personal Financial Planner

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long‑term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!

• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members

• Valid FINRA Series 7 & 63/66 preferred but not required
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• Requires a Bachelor’s degree in business administration, finance, or other related field
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• Must have the ability to successfully network and prospect for new clients
• Must live in or near Long Island, Brooklyn, or Queens

Compensation: $100,000 per year