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  • Boca Raton, FL

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Financial Sales - Investment Counselor

David Lerner Associates, Inc • Boca Raton, FL

Posted 15 days ago

Job Snapshot

Full-Time
Experience - At least 2 year(s)
Banking - Financial Services, Sales - Marketing
Finance, Sales

Job Description

Your success is our goal!

How much money do you want to earn? At David Lerner Associates, the average income of investment counselors with 2+ years of experience is $168,408.


When you work at David Lerner Associates, two things are absolute: Your earnings potential is unlimited….and you’ll be working with an investment firm committed to helping you achieve your career goals.


At David Lerner Associates, it’s our belief that unlike the Wolves of Wall Street, we are the good shepherds. For over 43 years, we’ve been focused on building and preserving our clients’ assets. If you are highly motivated and want a career with unlimited earnings potential, we want to meet you. 

Job Requirements

Job Requirements

  • Minimum of 2 years of outside sales experience or 3+ years of full time employment experience
  • Excellent interpersonal and communication skills
  • High degree of self-confidence
  • Diligent, hardworking and able to work independently
  • Ambitious, motivated and goal oriented 


Benefits of working at David Lerner Associates:

  • $168,408 per year average earnings after 2+ years
  • Base salary up to $80K (commensurate with experience)
  • Commissions PLUS incentive bonuses
  • Fully paid licensing sponsorship for required securities and life & health licenses
  • Comprehensive family medical plan / 401K retirement plan
  • Unlimited financial potential
  • Comprehensive marketing support including television, radio, print, direct mail & online advertising
  • Participation in prospecting events including seminars & trade shows
  • In-depth sales training program

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