Investment Counselor

David Lerner Associates, Inc.; Syosset (NY); On-site; USD 80,000 - 100,000; Full time

Job summary

David Lerner Associates, Inc. is seeking an Investment Counselor to help clients with their financial goals. This full-time position offers unlimited earning potential based on commissions and bonuses. The role requires excellent interpersonal skills and motivation, with comprehensive training programs available.

Benefits

Commissions PLUS incentive bonuses

Fully paid licensing sponsorship

Comprehensive family medical plan

401(k) with matching contributions

In-depth sales training program

Qualifications

• Excellent interpersonal and communication skills.
• Diligent, hardworking and able to work independently.
• Ambitious and motivated.

Responsibilities

• Educate clients on middle ground investing strategies.
• Offer ongoing support to help achieve financial goals.
• Participate in training and engagement activities.

Skills

Interpersonal skills

Communication skills

Self-confidence

Motivated

Goal-oriented

Job description

Join to apply for the Investment Counselor role at David Lerner Associates, Inc.

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Join to apply for the Investment Counselor role at David Lerner Associates, Inc.

David Lerner Associates has been in business since 1976 and has now grown to more than 185 employees and 5 locations. The success of our company is the direct result of staying the course. Our mission is to educate the public on our sensible middle ground investing strategy to build and preserve assets. We are focused, driven and truly believe in what we do.

Our successful business model was implemented to cater no only to clients, but to create an environment where employees feel valued and love to come to work. We have large company benefits and perks with a small company feel. We have instituted numerous employee engagement practices such as Employee Appreciation Day, professional development, referral bonus program, promotion from within, service awards, and much more.

YOUR SUCCESS IS OUR GOAL!

How much money do you want to earn? At David Lerner Associates, the average income of Investment Counselors with 2+years experience is $213,578.

When you work at David Lerner Associates, two things are absolute: Your earnings potential is unlimited..and youll be working with an investment firm committed to helping you achieve your career goals.

Career Opportunity Requirements

Excellent interpersonal and communication skills

High degree of self-confidence

Diligent, hardworking and able to work independently

Ambitious, motivated and goal oriented

Apply via www.davidlerner.com through our career section or email resume directly to [e-mail]

Benefits Of Working At David Lerner Associates

$213,578 per year average earnings after 2+years

Commissions PLUS incentive bonuses; unlimited financial potential

Fully paid licensing sponsorship for required securities and life & health licenses

Comprehensive family medical plan, dental, vision, life, AD&D, and long term disability insurance; 401(k) with matching contributions; FSA, HRAs and more!

Comprehensive marketing support including radio, print, direct mail and online advertising.

Participation in prospecting events including seminars and trade shows

In-depth sales training program

Member FINRA & SIPC / Equal Opportunity Employer

Corporate Headquarters: Syosset, New York

Branch Offices: White Plains, New York; Lawrenceville, New Jersey;

Westport, Connecticut; and Boca Raton, Florida

Job Type: Full-time

Pay: From $5000 per month

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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