Financial Advisor

Center for Wealth Preservation, LLC; Syosset (NY); Remote; USD 75,000 - 250,000; Full time

Job summary

An established industry player is seeking ambitious professionals to join their innovative team in financial services. This role offers the opportunity to build a rewarding career with unlimited earning potential and comprehensive support. You will engage with clients, providing tailored financial solutions and collaborating with a dedicated planning team. With a commitment to mentorship and professional growth, this position is perfect for those looking to elevate their career while enjoying the flexibility of working from anywhere. Join a firm that empowers both clients and advisors to succeed!

Benefits

Medical Insurance

Vision Insurance

401(k)

Pension Plan

Flexible Schedules

Unlimited Earning Potential

Exclusive Travel Incentives

Qualifications

• 3+ years of experience in Financial Services or Insurance.
• Proven ability to build relationships with high-net-worth clients.

Responsibilities

• Build and nurture a network of clients seeking financial planning services.
• Provide a wide range of financial services including estate planning.

Skills

Client Relationship Management

Business Development

Financial Planning

Insurance Solutions

Networking

Education

Bachelor's Degree in Finance or related field

Professional Certification (e.g., CFP)

Job description

6 days ago Be among the first 25 applicants

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Center for Wealth Preservation, LLC provided pay range

This range is provided by Center for Wealth Preservation, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$75,000.00/yr - $250,000.00/yr

Direct message the job poster from Center for Wealth Preservation, LLC

Business Growth | Talent Acquisition | Wellness

About Us

Are you ready to take your career to the next level in one of the most rewarding and financially lucrative industries? At the Center for Wealth Preservation (CWP), we are redefining financial services through cutting-edge technology, innovative strategies, and a commitment to client success.

What Sets Us Apart

Comprehensive Support & Mentorship – We provide the tools, resources, and guidance needed to fast-track your career without the challenges of starting on your own.

Accelerated Growth Program – Our Planning Associate Program equips you with the skills to become a sought-after financial professional in just months.

Unparalleled Benefits – Enjoy unlimited earning potential, flexible schedules, Fortune 100 benefits, exclusive travel incentives, and more.

World-Class Training – Gain access to modern training programs that empower you to make informed decisions for yourself and your clients.

Career Development Opportunities – Whether you want to build your own financial planning practice or develop a team, we provide full expert support.

In-House Marketing Resources – Access branding tools and proven marketing strategies to grow your business and connect with clients.

Your Role

As a key member of our team, you will:

• Build and nurture a strong network of clients seeking tailored financial planning services.
• Expand your reach through strategic appointments, social media, networking events, referrals, and seminars.
• Provide a wide range of financial services, including estate planning, wealth management, and insurance solutions.
• Collaborate with our expert Planning Team to deliver superior financial outcomes for clients.
• Obtain necessary licensing to offer comprehensive financial solutions.

What We’re Looking For

️ 3+ years of professional experience in Financial Services, Insurance, or a related field.

️ Confidence in addressing client objections and navigating challenging conversations.

️ An entrepreneurial mindset with a passion for business development.

️ Proven ability to build and maintain relationships with high-net-worth clients and family offices.

️ Interest in team building and mentoring others.

️ Strong interpersonal skills and a results-driven attitude.

Why Join Us?

Backed by Industry Leaders – As an agency of MassMutual and MML Investors, you’ll have the strength of a Fortune 100 company with 160+ years of success.

Advisor-First Approach – Access unmatched resources and support to help you thrive in your career.

Flexibility & Independence – Work from anywhere while building a meaningful, fulfilling career.

If you’re an ambitious professional ready to elevate your career in financial services, CWP is the place for you. Join our dynamic team and be part of a firm dedicated to empowering both clients and advisors to succeed!

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Insurance and Financial Services

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Pension plan

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