Financial Advisor

Sbhonline; Village of Cedarhurst (NY); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Full training and ongoing mentorship

Competitive base salary plus commission and bonus opportunity

Unlimited growth and earning potential

Flexible, entrepreneurial career path

Job summary

Sbhonline in Cedarhurst, NY is seeking a motivated Financial Advisor to join their financial services team. The role involves helping clients plan for their future through personalized strategies, investments, and insurance solutions.

Ideal candidates will possess strong communication skills and a goal-oriented mindset, with no prior experience necessary. The position offers full training, competitive salary with commission opportunities, and a flexible career path. Be part of a team that values meaningful work for clients!

Qualifications

• No prior experience required; full training will be provided.

Responsibilities

• Meet with individuals, families, and business owners to understand their financial goals.
• Develop personalized financial strategies tailored to each clients' needs.
• Recommend investment, retirement, and insurance solutions.
• Build and manage a strong client base through networking, outreach, and relationship-building.
• Educate clients on financial planning concepts and long-term wealth strategies.
• Maintain ongoing relationships through regular follow-up and account reviews.
• Work toward individual performance goals while delivering a high level of service.
• Manage your schedule and business activities with a high level of independence.

Skills

Strong communication and interpersonal skills

Motivated, self-driven, and goal-oriented mindset

Interest in financial planning, investments, and insurance solutions

Ability to build trust and develop long-term client relationships

Comfort with networking, outreach, and business development

Strong organizational skills and professional presence

Job description

Location: Cedarhurst, NY
Employment Type: Full-Time
Schedule: Monday through Friday - Standard Business Hours
Salary: Based on Experience

Description: We are seeking a motivated and personable Financial Advisor to join a growing financial services team in Cedarhurst, NY. This role is ideal for someone who wants to build a rewarding career helping individuals, families, and businesses plan for the future through personalized financial strategies, investments, and insurance solutions.

The ideal candidate is ambitious, relationship-driven, and excited by the opportunity to grow their earnings, build a client base, and make a meaningful impact through trusted financial guidance.

What You'll Do

• Meet with individuals, families, and business owners to understand their financial goals
• Develop personalized financial strategies tailored to each clients' needs
• Recommend investment, retirement, and insurance solutions
• Build and manage a strong client base through networking, outreach, and relationship-building
• Educate clients on financial planning concepts and long-term wealth strategies
• Maintain ongoing relationships through regular follow-up and account reviews
• Work toward individual performance goals while delivering a high level of service
• Manage your schedule and business activities with a high level of independence

Requirements

• Strong communication and interpersonal skills
• Motivated, self-driven, and goal-oriented mindset
• Interest in financial planning, investments, and insurance solutions
• Ability to build trust and develop long-term client relationships
• Comfort with networking, outreach, and business development
• Strong organizational skills and professional presence
• No prior experience required; full training will be provided

What We Offer

• Full training and ongoing mentorship
• Competitive base salary plus commission and bonus opportunity
• Unlimited growth and earning potential
• Flexible, entrepreneurial career path
• Meaningful work helping clients plan for their future