Financial Advisor

Aegis Capital Corporation; Melville; On-site; USD 75,000 - 200,000; Full time

Job summary

Join a forward-thinking financial services firm as a Financial Advisor, where you'll play a pivotal role in helping clients navigate their financial journeys. This position offers the opportunity to develop customized financial plans, build lasting relationships, and provide expert guidance on investments and risk management. With a strong emphasis on mentorship and career growth, this role is perfect for motivated individuals eager to make a real impact in the wealth management industry. If you have a passion for finance and a desire to help others achieve their financial goals, this could be the perfect opportunity for you.

Benefits

Competitive compensation (salary + bonus)

Comprehensive training

Mentorship program

Licensing assistance

Career growth opportunities

Qualifications

• Bachelor’s degree in finance or business preferred but not required.
• Experience in financial advising or sales is a plus.

Responsibilities

• Develop personalized financial plans for clients.
• Provide guidance on investments and retirement planning.

Skills

Interpersonal Skills

Communication Skills

Self-motivation

Results-driven Mindset

Education

Bachelor’s degree in finance

Bachelor’s degree in business

Tools

FINRA Licenses (SIE, 6, 7, 63, 65, 66)

Life/Health Insurance License

Job description

AEGIS CAPITAL – FINANCIAL ADVISOR

About Us:
Aegis Capital Corporation is a full-service wealth management financial services firm founded in 1984. Aegis offers its investment representatives a conflict-free service platform and is able to provide a full range of products and services including investment banking, wealth management, insurance, retirement planning, structured products, private equity, alternatives, equity research, fixed income, and special purpose vehicles. We are expanding our team and seeking motivated individuals who are passionate about helping clients reach their financial goals.

Job Description:
As a Financial Adviser, you will work closely with clients to assess their financial needs, develop customized plans, and provide recommendations on investments, retirement planning, and risk management alongside a senior representative. You will build and maintain strong relationships, educate clients on financial products, and help them navigate their financial journey with confidence.

Key Responsibilities:

1. Develop and implement personalized financial plans for clients.
2. Provide guidance on investments, insurance, and retirement planning.
3. Build and maintain long-term client relationships.
4. Stay informed about market trends and financial products.
5. Conduct financial reviews and adjust plans as needed.

Qualifications:

1. Bachelor’s degree in finance, business, or a related field (preferred but not required).
2. Experience in financial advising, sales, merchant cash advance (MCA), solar sales, or customer service (preferred but not required).
3. FINRA Series SIE, 6, 7, 63, 65 or 66 licenses & Life/Health Insurance (or willingness to obtain).
4. Strong interpersonal and communication skills.
5. Self-motivated with a results-driven ambitious mindset.

What We Offer:

1. Competitive compensation (salary + bonus).
2. Comprehensive training and highly accelerated mentorship program.
3. Licensing assistance and continued education opportunities.
4. Career growth opportunities within a dynamic industry.

If you are passionate about financial planning and enjoy helping clients, we would like to hear from you.

Job Type: Full-time

Experience: Not required
Employment: Full-time
Salary: $75,000 – $200,000 yearly
Benefits: Potential Sign On Bonus
Starting time: Immediate start!