Entrepreneurial Financial Advisor — Grow Your Client Book

National Financial Network; New York (NY); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Tools and technology for client management

Actionable practice management insights

Superior service and support

Job summary

A leading financial services firm in New York, NY is seeking innovative Financial Advisors to join their team. This role involves gathering and managing investment-oriented clients while developing lasting relationships based on trust and value. Advisors will have the opportunity to own their business on their terms, with access to superior tools and support to grow successfully. A commitment to helping others and a passion for learning are essential attributes for success in this position.

Qualifications

• Passion for making a positive impact in the community.
• Desire to own a business on your terms.
• Self-motivated to provide value to clients.

Responsibilities

• Gather, manage, and service investment-oriented clients.
• Identify and acquire assets through referrals.
• Develop business and maintain long-lasting client relationships.

Skills

Passionate about helping others

Entrepreneurial spirit

Self-motivated

Commitment to learning

Job description

A leading financial services firm in New York, NY is seeking innovative Financial Advisors to join their team. This role involves gathering and managing investment-oriented clients while developing lasting relationships based on trust and value. Advisors will have the opportunity to own their business on their terms, with access to superior tools and support to grow successfully. A commitment to helping others and a passion for learning are essential attributes for success in this position.