Financial Advisor

Better Talent by Laveer & Co.; Town of Florida (NY); On-site; USD 120,000 - 200,000; Full time

Benefits offered by this job

Paid time off including PTO and holidays

Health insurance

401k with company matching

Job summary

A financial services firm is looking for an experienced Financial Advisor in New York. This role focuses on client engagement and closing new business with support from the marketing team. Ideal candidates will have 3-5 years of advisory experience and a valid Series 65, 66, or CFP certification. The position offers competitive pay and comprehensive benefits, fostering collaboration and client success.

Qualifications

• 3-5 years of experience as a Financial Advisor.
• Strong interpersonal and communication skills.
• Proven track record of building client relationships.

Responsibilities

• Engage with clients to assess their financial goals.
• Develop and present customized financial strategies.
• Close new business opportunities with leads provided.

Skills

Client relationship building

Financial strategy development

Interpersonal communication

Collaboration

Microsoft Office Suite proficiency

CRM system proficiency

Education

3-5 years as Financial Advisor

Series 65, 66, and/or CFP, Insurance

Job description

COMPANY OVERVIEW

Fellowship Financial Group empowers clients through education-driven financial planning. Our comprehensive seven-step process helps individuals and families avoid common retirement pitfalls while aligning strategies with their long-term goals.

We believe peace of mind begins with understanding; and our mission is to help clients make informed decisions with confidence and clarity, guided by a trusted advisor.

Our firm high-performance culture built on integrity, innovation, and exceptional service. If you’re passionate about helping others secure their financial future and want to make a measurable impact in the financial services industry, we invite you to grow with us.

POSITION SUMMARY

We are seeking an experienced and relationship-driven Financial Advisor to join our growing team in Maitland, FL. In this role, you’ll focus primarily on client engagement, relationship building, and closing new business without the burden of cold calling.

Our dedicated marketing team manages lead generation, educational events and appointment scheduling, ensuring your calendar is filled with qualified prospects ready to meet. You’ll have the time and tools to do what you do best: provide exceptional financial guidance and deliver outstanding client experiences.

This is an exciting opportunity for an ambitious professional who thrives in a collaborative environment and wants to be part of a firm that values education, service, and long-term client success.

RESPONSIBILITIES

• Engage with clients to assess their financial goals, needs, and risk tolerance.
• Develop and present customized financial and retirement strategies.
• Close new business opportunities with leads provided directly to you.
• Collaborate with our marketing and support teams to ensure seamless client experiences.
• Stay current on industry regulations, trends, and best practices.
• Maintain accurate client information using our CRM and technology tools.

QUALIFICATIONS

• 3-5 years of experience as a Financial Advisor.
• Series 65, 66, and/or CFP, Insurance
• Proven track record of building client relationships and closing business.
• Strong interpersonal and communication skills.
• Collaborative mindset and ability to thrive in a team-oriented environment.
• A passion for helping clients achieve their financial goals.
• Proficiency in Microsoft Office Suite and CRM systems.

COMPENSATION & BENEFITS

Pay: $120,000 - $200,000 Annually

Benefits:

• Paid time off such as PTO, sick days, and vacation days + many Federal and NYSE holidays per year
• Health insurance
• 401k with company matching

Schedule

• M-Th 8:30am - 5:30pm, F-8:30am - 2pm