Senior Financial Advisor - Portable $40M AUM | Hybrid

Procyon; Melville (NY); Hybrid; USD 36,000,000 - 44,000,000; Full time

Benefits offered by this job

Hybrid work schedule

Education Reimbursement

Job summary

Procyon seeks an accomplished Financial Advisor to drive growth by sourcing and closing new client relationships. You will leverage a collaborative platform and a dedicated team to deliver planning-led wealth management with an emphasis on investments, tax, and risk.

You will work in a hybrid schedule, manage client relationships, and grow your practice while maintaining high professional standards and compliance. Travel up to 10% may be required.

Qualifications

• Minimum 3 years of experience as a financial advisor with a proven business development track record.
• Clean U4 — no disclosures or regulatory issues.
• Minimum $40 million in current, transferable client assets under management.

Responsibilities

• Drive the firm's growth by sourcing, cultivating, and closing new client relationships.
• Build and execute a personal business development plan leveraging referrals and marketing/PR.
• Develop Center of Influence through networking and events; deliver expertise-driven presentations to close leads.
• Serve as trusted lead advisor delivering planning-led guidance across investments, retirement, estate, tax, and risk.

Skills

Business development

Client acquisition

Relationship management

Communication skills

Financial planning

Tax planning

Regulatory compliance

Education

Series 65

CFP / JD / CPA / CFA preferred

Tools

Charles Schwab

Fidelity

Black Diamond

Job description

Procyon seeks an accomplished Financial Advisor to drive growth by sourcing and closing new client relationships. You will leverage a collaborative platform and a dedicated team to deliver planning-led wealth management with an emphasis on investments, tax, and risk.

You will work in a hybrid schedule, manage client relationships, and grow your practice while maintaining high professional standards and compliance. Travel up to 10% may be required.