Financial Advisor at Jobot
Plandome, NY 11030
About the Job
Financial Advisor - Great Firm - 100% Commission
This Jobot Job is hosted by: Gabrielle Neidlinger
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $125,000 - $200,000 per year
A bit about us:
We are one of the top leaders in the nation when it comes to financial planning.
Why join us?
This is a 100% commission-based position and we are looking for the right person who will be able to bring their existing book to the table. We offer an excellent compensation structure and stellar benefits such as medical, dental, vision, 401k, flexible PTO, and a hybrid work environment.
Job Details
Job Details:
We are seeking a dedicated and experienced Financial Advisor to join our dynamic team. This is a permanent position offering a unique opportunity to work with a diverse clientele. The successful applicant will be responsible for providing expert financial guidance and support to our clients, helping them make prudent decisions to reach their financial goals. This position requires a high level of integrity, excellent communication skills, and a commitment to staying updated on market trends and financial regulations.
Responsibilities:
As a Financial Advisor, your key responsibilities will include:
1. Providing strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments).
2. Assessing client's overall financial picture, understanding their needs and developing a solid financial plan.
3. Guiding clients towards a profitable and secure financial decision.
4. Cultivating client base and building win-win relationships.
5. Networking, generating leads and grabbing opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas.
6. Keeping abreast of new industry's products and services.
7. Complying with all industry rules and regulations.
8. Liaising with the legal department to ensure the compliance of regulatory matters.
Qualifications:
To be considered for this role, you should possess the following qualifications:
1. A minimum of 5 years of experience as a Financial Advisor or similar role.
2. Proven track record of successful financial guidance with an existing book of business.
4. Ability to analyze market's financial data and to provide appropriate data-based advice.
5. Bachelor’s degree in Finance, Business Administration or relevant field; professional certification (e.g. CFP) is desired.
In conclusion, if you are a seasoned Financial Advisor looking to take your career to the next level, we would love to hear from you. We offer a competitive compensation package, a supportive team environment, and the opportunity to contribute to the financial success of our clients.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
This Jobot Job is hosted by: Gabrielle Neidlinger
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $125,000 - $200,000 per year
A bit about us:
We are one of the top leaders in the nation when it comes to financial planning.
Why join us?
This is a 100% commission-based position and we are looking for the right person who will be able to bring their existing book to the table. We offer an excellent compensation structure and stellar benefits such as medical, dental, vision, 401k, flexible PTO, and a hybrid work environment.
Job Details
Job Details:
We are seeking a dedicated and experienced Financial Advisor to join our dynamic team. This is a permanent position offering a unique opportunity to work with a diverse clientele. The successful applicant will be responsible for providing expert financial guidance and support to our clients, helping them make prudent decisions to reach their financial goals. This position requires a high level of integrity, excellent communication skills, and a commitment to staying updated on market trends and financial regulations.
Responsibilities:
As a Financial Advisor, your key responsibilities will include:
1. Providing strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments).
2. Assessing client's overall financial picture, understanding their needs and developing a solid financial plan.
3. Guiding clients towards a profitable and secure financial decision.
4. Cultivating client base and building win-win relationships.
5. Networking, generating leads and grabbing opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas.
6. Keeping abreast of new industry's products and services.
7. Complying with all industry rules and regulations.
8. Liaising with the legal department to ensure the compliance of regulatory matters.
Qualifications:
To be considered for this role, you should possess the following qualifications:
1. A minimum of 5 years of experience as a Financial Advisor or similar role.
2. Proven track record of successful financial guidance with an existing book of business.
4. Ability to analyze market's financial data and to provide appropriate data-based advice.
5. Bachelor’s degree in Finance, Business Administration or relevant field; professional certification (e.g. CFP) is desired.
In conclusion, if you are a seasoned Financial Advisor looking to take your career to the next level, we would love to hear from you. We offer a competitive compensation package, a supportive team environment, and the opportunity to contribute to the financial success of our clients.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
125,000 - 200,000 /year