Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the ropes of financial services needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Responsibilities: • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor • 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 collaborative team player willing to further development through continued training opportunities Qualifications: • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred • Requires a Bachelor’s degree in business administration, finance, or other related field • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers Must have the ability to successfully network and prospect for new clientsMust live in or near Long Island, Brooklyn, or Queens Compensation: $100,000 at plan yearly

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