REGISTERED FINANCIAL ADVISORS
LOCATION:
- New York: Mineola, Dutchess County, Orange County
- New Jersey: Red Bank
- Florida: Aventura, Boca Raton, Bonita Springs
POSITION TYPE: Full-Time, In-Office/Onsite
STATUS: Immediate Hiring
COMPENSATION: Attractive Compensation Package — DOE (Depending on Experience)
Our client is a prestigious, highly successful, growing, multi-location wealth management and financial services firm seeking experienced Registered Financial Advisors to join its growing team.
QUALIFICATIONS
- Active SIE, Series 7, and Series 66 (or Series 63/65) required.
- Minimum 3 years of financial advisory or brokerage experience.
- Existing book of business of $200,000+ required.
- CFP is a plus.
- Strong client relationship and business development skills.
- Excellent communication and interpersonal skills.
RESPONSIBILITIES
- Manage and grow an existing book of business.
- Develop and maintain strong client relationships.
- Provide financial planning and investment advisory services.
- Develop new business opportunities through firm-provided warm leads.
- Work with the tax and wealth management teams to provide comprehensive solutions.
- Maintain accurate client records and follow applicable compliance requirements.
Benefits:
- Retirement plan with company contribution
- Paid holidays, vacation, and sick leave
- Medical, dental, and vision insurance options
All conversations are confidential.