Junior Finance Advisor — Uncapped Earnings

Riverhead Financial Partners; Melville, Northern (NY, KY); On-site; USD 80,000 - 250,000; Full time

Benefits offered by this job

Uncapped earnings potential

Hands-on training

In-office Melville location

Job summary

Riverhead Financial Partners is seeking a Junior Sales Advisor in Melville, NY to consult with business owners seeking financing, assess capital needs, and structure funding solutions through our partner network.

You'll work with an experienced team, use our CRM to manage relationships, and develop a robust pipeline. This commission-based role offers hands-on training, daily performance tracking, and meaningful advancement opportunities in commercial finance.

Qualifications

• Ability to build rapport with business owners.
• Strong communication skills, both verbal and written.
• Willingness to learn commercial finance and deal structuring.

Responsibilities

• Consult with business owners seeking financing.
• Qualify opportunities and recommend financing solutions.
• Manage client relationships from initial consultation through funding.
• Maintain and advance an active pipeline using Riverhead’s CRM.

Skills

Competitive mindset

Verbal and written communication

Relationship building

Organizational skills

Coachability

CRM software familiarity

Tools

CRM systems

Job description

Riverhead Financial Partners is seeking a Junior Sales Advisor in Melville, NY to consult with business owners seeking financing, assess capital needs, and structure funding solutions through our partner network.

You'll work with an experienced team, use our CRM to manage relationships, and develop a robust pipeline. This commission-based role offers hands-on training, daily performance tracking, and meaningful advancement opportunities in commercial finance.