Financial Advisor (Salaried – No Prospecting Required)
Location: Plainview, NY (On-site with up to 1 day WFH flexibility)
Compensation: $90,000 – $120,000 Base Salary + ~10% Discretionary Bonus
About the Firm
Talent Harbor has been retained by an established, rapidly growing independent wealth management firm based on Long Island to find their next Financial Advisor. Guided by a planning-first philosophy, our client firm partners with upper-middle-class families, young professionals, and pre-retirees across the New York metro area. They pride themselves on a collaborative, relationship-driven culture that prioritizes long-term, high-touch client guidance over high-pressure sales
Opportunity Overview
We are seeking a warm, polished, and high-EQ Financial Advisor to service existing client relationships and lead warm prospective consultations.
Key Differentiator: Zero cold calling or business development required. All client leads and household handoffs are provided directly by the firm.
Key Responsibilities
- Client Relationship Management: Inherit, service, and grow dedicated household relationships through annual reviews, planning updates, and ongoing check-ins.
- Consultations: Conduct warm prospect consultations (~1/week) generated through firm marketing, events, and client referrals.
- Financial Planning: Develop and present comprehensive financial plans utilizing eMoney software.
- Team Collaboration: Work closely in a 3-person pod model (Advisor, Paraplanner, Admin) to deliver high-touch service.
Key Requirements
- Experience: 2–3+ years of experience in financial planning or wealth management.
- Credentials: Series 7 and Series 66 required (or ability to obtain upon hire). CFP® designation or active progress toward completion strongly preferred.
- Soft Skills: High emotional intelligence, humble, articulate, excellent listener, and zero "alpha" ego.
- Location: Based within a manageable commute to Plainview, NY.
- Education: Bachelor’s Degree required.
Compensation & Benefits
- Base Salary: $90,000 – $120,000 (commensurate with experience)
- Target Bonus: ~10% discretionary annual performance bonus
- Benefits: $500/month Health Reimbursement Arrangement (HRA), Simple IRA, Long-Term Disability, and 15 Days PTO + 10 Paid Holidays.