Build-Your-Own Practice Financial Advisor

Fifth Avenue Financial; New York (NY); On-site; USD 100,000 - 160,000; Full time

Job summary

Fifth Avenue Financial is seeking driven, entrepreneurial professionals to build their own wealth management practice in the New York metropolitan area. Compensation is commission-based and tied to client acquisition, production, and growth, offering the potential for substantial, recurring income and long-term enterprise value.

The firm provides mentorship, training, resources, and ongoing support to help ambitious individuals transform potential into measurable success while enjoying

Qualifications

• Bachelor's Degree required.
• Minimum of 1 year of experience in Financial Services.
• Active LAH required – SIE, Series 7 & 66 preferred
• Demonstrated success in sales, business development, relationship management, consulting, finance, or other client-facing environments
• Strong communication and interpersonal skills
• Entrepreneurial mindset with a desire to grow a business
• Financial services experience preferred but not required for exceptional candidate

Responsibilities

• Build and grow your own client base through networking, referrals, and business development activities
• Develop long-term relationships with individuals, families, and business owners
• Create customized financial strategies aligned with clients' goals
• Serve as a trusted advisor across wealth accumulation, retirement planning, risk management, and asset protection
• Generate new business opportunities through direct prospecting and relationship-building
• Continuously improve your expertise through coaching, training, and professional development

Skills

Entrepreneurial

Self-motivated

Networking

Relationship building

Communication skills

Sales experience

Client acquisition

Education

Bachelor's Degree

Job description

Fifth Avenue Financial is seeking driven, entrepreneurial professionals to build their own wealth management practice in the New York metropolitan area. Compensation is commission-based and tied to client acquisition, production, and growth, offering the potential for substantial, recurring income and long-term enterprise value.

The firm provides mentorship, training, resources, and ongoing support to help ambitious individuals transform potential into measurable success while enjoying