Wealth Management Advisor

3 days ago Be among the first 25 applicants

Mikhael Paul Wealth Management provides comprehensive financial solutions to help clients preserve, grow, and transfer their wealth. The firm specializes in personalized financial planning, investment management, and retirement strategies tailored to meet individual client goals. Committed to a disciplined approach and a deep understanding of market trends, Mikhael Paul Wealth Management strives to instill clarity and confidence in its clients’ financial futures.

Through attentive service, long-term relationships, and a holistic approach, the firm also offers estate planning, tax‑efficient strategies, and risk management solutions to align with clients' life and legacy objectives.

This is a full‑time remote position for a Wealth Management Advisor. The role involves providing personalized financial planning services, managing investment portfolios, insurance planning and developing retirement strategies tailored to client needs. The advisor will maintain regular communication with clients while identifying opportunities for wealth preservation, growth, risk management, and efficient estate and tax planning. Building long‑term relationships and providing expert financial guidance to clients will be key components of the role.

• Active Life and Health Insurance License (New York)
• Must be willing to pay your own U4 registration fee ($215) and other fees pertaining to you
• Proficiency in Financial and Insurance Planning to design and implement tailored strategies for individual client goals.
• Strong knowledge and experience in Investments and Finance to guide clients in making informed decisions that align with their financial aspirations.
• Expertise in Wealth Management Services to deliver comprehensive, client‑focused financial solutions for wealth growth and protection.
• Exceptional communication and interpersonal skills to build trust and maintain long‑term client relationships.
• Ability to work independently and thrive in a remote environment through strong time management and self‑motivation.

• Commission Structure: 70% of all revenue
• Qualified Leads Provided:
  We help you grow your client base.
• Location: Hybrid Flexible, work‑from‑home model anywhere in New York State.
• Independence: Build your own practice with full support from the firm.

Mikhael Paul maintains the highest standards of compliance, ethics, and client care. All advisors are expected to act as fiduciaries, always prioritizing the best interests of their clients. Our hiring process includes:

• Background check (as required for U4 registration)
• Interview to assess ethical judgment, product knowledge, and client‑focused approach

Join Mikhael Paul Wealth Management and help redefine ethical, client‑centered wealth planning.

At Mikhael Paul Wealth Management, we’re committed to bringing passion, integrity, and a client‑first focus to everything we do.

Our goal is to build and maintain a team that is diverse in experience and background yet united by shared standards of ethics, professionalism, and excellence. We strive to be the employer of choice for talented, driven advisors who are dedicated to putting clients first.

We actively seek to attract, develop, and retain the best and brightest professionals from all backgrounds and experiences.

It is our policy to provide equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital or partnership status, pregnancy, veteran or military status, genetic information, or any other characteristic protected by law.

Mikhael Paul Wealth Management is an equal opportunity employer dedicated to fostering a respectful, inclusive, and diverse workplace (M/F/Disability/Veteran).

Job Type: Full‑time

Work Location:

Hybrid

Entry level

Full‑time

Finance and Sales

Referrals increase your chances of interviewing at Mikhael Paul Wealth Management by 2x

Apply BELOW