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Company Overview 

Since 1976, David Lerner Associates has been a full service regional firm specializing in conservative investments. Our investment firm is rapidly expanding and we attribute its growth to our philosophy of building and preserving investors’ assets.

In keeping with the firm’s commitment to educating the public, the company regularly holds free investment seminars that have taught investors about the opportunities to them. These seminars attract thousands of people every year and are held throughout the tri-state New York area and south Florida.

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Job Description 


ONE INVESTMENT NEVER FAILS – YOUR CAREER


Investment Counselors meet with prospective clients before they invest.  It is critical they get to know client’s needs, objectives and their risk tolerance.  We carefully structure our investors’ portfolios using investments, some of which are proprietary, based on real value and frequently pay dividends and interest. We believe we have an obligation to guide our investors to help them achieve their financial goals.

 

For the right people, David Lerner Associates is a company of dedicated professionals that provides you with all the training and support you need to build a successful career in the investment industry.

 

First year compensation up to $100,000 (base salary plus incentives)

  • Commission PLUS car allowance
  • Comprehensive medical program
  • In-depth training and full licensing
  • Extensive marketing support including television, radio, print and direct mail

 

Last year the average income of our Investment Counselors with 2+ years experience was $211,190.

  

 


Job Requirements 

If you are a motivated, success-oriented individual with experience in business, sales, teaching or are entrepreneurial in nature, you are invited to join our rapidly expanding team. 

 

Qualified applicants have a minimum 2+ years of work experience and a proven track record of success. 

 

To learn more, inquire about our upcoming Career Seminars or schedule an interview, please call Larry Maverick at 1-800-645-1611 ext. 5851 or 516-465-5851 

 

Visit us at our website: http://www.davidlerner.com/

  

Member FINRA &  SIPC

Equal Opportunity Employer

  

Corporate Headquaters

Syosset, New York

  

Branch Offices

New York

New Jersey

Connecticut

Florida

 

 

Keywords: investment advisor, financial planner, investment counselor, financial consultant, finance, salesperson, salesman, saleswoman, selling, outside sales, account executive, financial sales, entrepreneur, insurance sales, investment counselor; salesperson, sales executive, business development rep, business development representative, sales and business development, biz dev, consultant, consulting, biz consultant

 

 

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