Financial Advisor/ Training Included

Strategiesforwealth; New York (NY); On-site; USD 60,000 - 100,000; Full time

Job summary

A leading company in the financial sector is seeking ambitious individuals to join their team as Financial Advisors. This role involves client acquisition, financial consultations, and building strong relationships. With a focus on training and unlimited income opportunity, candidates with a degree in Finance and passion for helping others are encouraged to apply.

Benefits

Medical insurance

Pension plan

Disability insurance

Vision insurance

401(k)

Qualifications

• Bachelor's degree required.
• Strong interpersonal and communication skills.
• Entrepreneurial mindset and self-starter.

Responsibilities

• Identify and pursue new clients through prospecting methods.
• Conduct comprehensive financial analyses for clients.
• Build and manage a client portfolio with regular communication.

Skills

Strong interpersonal skills

Communication skills

Entrepreneurial mindset

Passion for helping others

Adaptability

Education

Bachelor's degree in Finance or business related field

Job description

Strategies for Wealth provided pay range

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

Base pay range

$60,000.00/yr - $100,000.00/yr

Additional compensation types

Annual Bonus and Commission

Direct message the job poster from Strategies for Wealth

Are you a dynamic go-getter with a passion for financial success? Do you thrive in a collaborative and energetic environment? Strategies for Wealth is seeking ambitious individuals to join our team as a Financial Advisor. As a key player in our mission to redefine wealth, you'll have the chance to build relationships, transform lives, and create your own success story.

About Us:

At Strategies for Wealth, we are on a mission to redefine the way the world perceives wealth. Our dedicated professionals are committed to delivering unparalleled service and integrity, providing protection and prosperity that transforms the lives of our clients, their families, and communities.

Are You Looking for a Career With:

• Industry-leading training and Support? Access to cutting-edge training programs to equip you with the knowledge and skills needed for success.
• Unlimited Income Opportunity? Enjoy the freedom to determine your income with uncapped earning potential through commission-based compensation.
• The Opportunity to Help People Every Day? Make a positive impact on the lives of clients by providing financial solutions that meet their needs and goals.
• A Fun, Vibrant, Collaborative Culture? Join a dynamic team with a culture that values collaboration, innovation, and a positive work environment.

Responsibilities:

• Prospecting and Client Acquisition: Identify and pursue new clients through various prospecting methods including cold sourcing and prospecting.
• Financial Consultation: Conduct comprehensive financial analyses to understand clients' needs and provide tailored solutions.
• Business Development: Build and manage your own client portfolio, nurturing long-term relationships through regular communication and reviews.
• Continuous Learning: Stay abreast of industry trends, market conditions, and product knowledge to provide informed advice to clients.
• Compliance and Ethics: Adhere to industry regulations and ethical standards to ensure the highest level of service and trust.

Qualifications:

• Bachelor's degree in Finance or business related field.
• Strong interpersonal and communication skills.
• Entrepreneurial mindset and a self-starter.
• Passion for helping others achieve financial success.
• Willingness to learn and adapt in a dynamic industry.
• Obtain Life, Accident & Health Insurance License
• Obtain SIE, Series 6 & 63 or Series 7

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Finance

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Inferred from the description for this job

Medical insurance

Pension plan

Disability insurance

Vision insurance

401(k)

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