Financial Client Relationship Associate

Distinct | North America; Town of Woodbury (NY); On-site; USD 125,000 - 175,000; Full time

Job summary

Distinct | North America is seeking a licensed financial professional for a fully office-based role in New York (Town of Woodbury). The position offers a $75,000 base salary plus commission, with total compensation expected between $125,000 and $175,000 depending on experience and client book.

You will work with clients and advisers to understand goals, develop tailored plans across investment, tax and estate planning, and support the team with tax season workflows and client service.

Qualifications

• Active FINRA Series 7 and Series 66 licences are required.
• CFP, CPA or EA qualification, or tax preparation experience, would be an advantage.
• Strong organisation, attention to detail and client communication skills.
• Confidence using Microsoft Office, CRM systems and financial planning software.

Responsibilities

• Build and maintain trusted client relationships.
• Develop financial plans that reflect each client’s circumstances and goals.
• Recommend suitable investments, products and planning strategies.
• Support tax service workflows, particularly during tax season.
• Help with team administration and marketing activities.

Skills

Series 7 & 66

Client communication

CRM software

Microsoft Office

Education

CFP/CPA/EA (advantage)

Tools

CRM systems

Financial planning software

Job description

Full-time | Fully in office | $75,000 base plus commission

Are you a licensed financial professional who enjoys building lasting client relationships? We’re recruiting for a financial planning firm seeking someone who combines sound financial judgement with a personal, attentive approach to client service.

You’ll work closely with clients and advisers to understand financial goals, develop tailored plans and make sure clients feel informed and well cared for. The role spans investment planning, financial analysis, tax planning and estate planning, alongside support for the wider team.

What you’ll do

• Build and maintain trusted client relationships.
• Develop financial plans that reflect each client’s circumstances and goals.
• Recommend suitable investments, products and planning strategies.
• Support tax service workflows, particularly during tax season.
• Help with team administration and marketing activities.

What you’ll need

• Active FINRA Series 7 and Series 66 licences — both are required.
• Strong organisation, attention to detail and client communication skills.
• Confidence using Microsoft Office, CRM systems and financial planning software.
• A CFP, CPA or EA qualification, or tax preparation experience, would be an advantage.

Compensation:

$75,000 base salary plus commission. Stated total salary and commission expectations are $125,000–$175,000, depending on experience. Terms may be negotiable for someone bringing an existing investment book of business.

This is a fully office-based role, with most client meetings held on site.