Experienced Financial Advisor

Empire City Financial Group; Melville (NY); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

401(k) with 4% match

Cash balance pension plan

Full medical and dental benefits

Job summary

Empire City Financial Group in Melville, NY is looking for a candidate to deliver personalized investment solutions. This role includes providing financial planning support and preparing accurate financial plans for clients.

The ideal applicant must have a Bachelor's degree in Finance and over 5 years of experience in the industry. Competitive compensation and benefits, including retirement programs and full medical coverage, are offered.

Qualifications

• 5+ years of industry experience.
• Strong understanding of the investment business.
• Excellent interpersonal skills.

Responsibilities

• Provide financial planning support to clients.
• Support investment professionals to cultivate client relationships.
• Prepare financial plans and check their accuracy.

Skills

Financial planning

Investment knowledge

Interpersonal skills

Education

Bachelor's degree in Finance

Job description

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Qualifications

• Bachelor's degree in Finance or related field
• 5+ years' of industry experience
• Strong understanding of the investment business
• Excellent interpersonal skills

This position will offer:

• The ability to work with an existing client base lead
• Access to LPL Financials’ full open‑architecture independent platform
• The ability to build a strong book of business with Prudential’s exceptional referral programs
• The opportunity to create client solutions without proprietary product sales requirements
• Compensation that is 100% benefitable, regardless of the product or company you sell
• The look and feel of an independent advisor—with the benefits of being an employee
• Three retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan, plus full medical and dental benefits