Financial Advisor

Liam Masterson - State Farm Agency; Village of Garden City (NY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Retirement plan

Job summary

gobravvo seeks a Financial Advisor to guide individuals and businesses toward their financial goals through planning, investments, and insurance products. This full-time role requires active Series licenses (65/6/63) or the ability to obtain them and stresses bilingual client service in English and Spanish.

The advisor will assess client needs, propose strategies, and maintain long-term relationships while driving production and revenue growth within a respected financial services agency.

Qualifications

• Active securities licenses (Series 65, 6, 63) required or ability to obtain.
• Bilingual English/Spanish strongly preferred.

Responsibilities

• Provide financial planning, investment guidance, and insurance-based solutions.
• Develop and nurture long-term client relationships and trust.
• Conduct financial needs analyses and tailor product recommendations.
• Cross-sell financial services to existing clients and expand revenue.
• Generate new business through referrals, networking, and prospecting.
• Perform reviews and ongoing financial planning discussions with clients.
• Maintain compliance with FINRA and state regulations and meet production targets.

Skills

Series 65

Series 6

Series 63

Bilingual EN/ES

Consultative selling

Relationship-building

Job description

The Financial Advisor (also known as Financial Services Representative or Registered Representative) plays a critical role in helping individuals, families, and small businesses reach their financial goals by offering comprehensive financial planning, investment strategies, and insurance-based solutions. This full‑time opportunity provides a dynamic environment for licensed professionals who are passionate about guiding clients to build and protect their financial future. As a valued team member, the Financial Advisor works directly with clients to assess their current financial situation, help them develop actionable plans, and recommend products and services tailored to their unique needs. Working within a reputable financial services agency, you will be empowered to cultivate strong long‑term relationships, deliver ongoing support, and make a meaningful impact in the lives of your clients. Financial Advisors are tasked with providing expert advice and a high standard of service in the areas of retirement planning, investments, annuities, mutual funds, and insurance products. Utilizing licenses such as Series 65, Series 6, and/or Series 63, you will ensure all recommendations are compliant with FINRA and state regulations. You will also have the chance to cross‑sell to established insurance clients, expanding their coverage and helping them safeguard their wealth. Your consultative approach, combined with strong relationship‑building skills, will allow you to identify new business opportunities through referrals, networking, and prospecting efforts. By conducting comprehensive financial needs analyses, you will position yourself as a trusted advisor and provide clients with clear, actionable guidance. As a Financial Advisor, you will be expected to uphold the highest levels of professionalism, integrity, and client service. You will participate in policy and account reviews, financial planning discussions, and ongoing communication with clients to ensure their needs are met as their circumstances evolve. Achieving and exceeding production, sales, and revenue goals is an important aspect of this position, and your self‑motivation and goal‑oriented mindset will drive your success in the financial services industry. Working for a leading financial services agency, you will benefit from a supportive, growth‑oriented culture that values diversity and inclusion. The team is committed to serving a varied client base and offers bilingual support in English and Spanish. This inclusive environment provides ample opportunities for professional development and career advancement within the financial services and insurance sectors. The agency's mission is grounded in helping clients achieve clarity and confidence in their financial decisions, fostering relationships built on trust and expert guidance. If you are looking for a rewarding career as a Financial Advisor, where you can leverage your expertise, licenses, and passion for financial planning to make a positive difference, this is the role for you. Join a dedicated team that prioritizes client outcomes and professional growth.

Financial Advisor - Summary

• - Role focuses on delivering financial planning, investment advice, and insurance‑based financial solutions
• - Requires active Series 65, 6, and/or 63 licenses
• - Works closely with clients to assess needs, recommend strategies, and maintain long‑term relationships
• - Opportunity for professional growth within a reputable financial services agency

Duties & Responsibilities

• - Provide guidance on investment products, retirement planning, and insurance‑based solutions
• - Develop and nurture long‑term client relationships
• - Conduct financial needs analysis and offer tailored product recommendations
• - Cross‑sell financial services to existing clients
• - Generate new business through referrals, networking, and prospecting
• - Perform policy and account reviews, facilitate financial planning discussions
• - Maintain compliance with FINRA and state regulations
• - Achieve or exceed production, sales, and revenue targets

Salary & Benefits

• - Competitive base salary with unlimited commission potential
• - Bonuses and performance incentives
• - PTO for personal use and vacation
• - Comprehensive benefits including health, dental, and vision insurance
• - Retirement plan options
• - Opportunities for career advancement in financial services and insurance

Qualifications & Requirements

• - Active Series 65, 6, and/or 63 licenses required (or ability to obtain)
• - Property & Casualty and Life & Health licenses preferred or willingness to obtain
• - Experience in financial services, investment sales, insurance sales, or wealth management preferred
• - Demonstrated consultative sales and relationship‑building skills
• - Knowledge of retirement planning, annuities, mutual funds, or financial products
• - Self‑motivated, professional, and goal‑oriented attitude
• - Excellent communication and client advisory skills
• - Bilingual English/Spanish strongly preferred

Ideal Candidate Snapshot

• - Licensed financial professional with a passion for helping clients achieve financial security
• - Strong background in investment, insurance, or wealth management
• - Exceptional interpersonal skills and ability to build trust‑based relationships
• - Driven to exceed goals and deliver exceptional service
• - Bilingual abilities a strong asset

Other Relevant Information

• - The agency is committed to fostering diversity, equity, and inclusion
• - Professional growth and ongoing training are key elements of the company culture
• - Focus on long‑term client outcomes and ethical financial practices
• - Encourages applications from all qualified individuals