Financial Representative
at Strategies For Wealth
Posted: 12-4-2024
Remote
Information Technology and Computer Science
$97,776/year
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About this Career
Software Developers
Skills
Practice Management, Wealth Management, Financial Strategy
Job Description
Financial Representative Strategies for Wealth New York, NY 10017
- Hybrid work Financial Representative Strategies for
Wealth:
437 Madison Ave, NY and 800 Westchester Ave, Rye Brook, NY Overview Our Financial Representatives and Advisors act as advocates for clients and are committed to continually enhance, enrich, and serve their community. They problem-solve for their clients, researching and proposing educated financial strategies which leads to long-lasting, value-based client relationships. As a Financial Advisor with [Firm Name] you will gather, manage and service a book of investment-oriented clients by identifying and acquiring assets and developing additional business through referrals. We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies to consumers and businesses. It's time to put yourself and your clients first. We're looking to add new advisors to our team who share our passion and values. You are…- Passionate with a desire to help others and make a positive impact in your community.
- An Entrepreneurial Spirit and the desire to own a business that provides the ability to integrate your life and business - on your terms.
- Driven by a sense of purpose, with the knowledge that your work brings value to your clients and are self-motivated to learn and pursue the best possible scenarios for each individual, family, or business you work with.
- Learner mentality with a desire to continue to grow professionally and with a commitment to continued learning.
- Tools and technology to help you build scale and capacity to appropriately gather, manager, and service your clients.
- Objective wealth management solutions
- Actionable practice management insights
- Superior service and support Be bold.
Job Type:
Full-time Pay:
$92,361.00 - $103,191.00 per yearBenefits:
401(k) Dental insurance Financial planning services Health insurance Life insurance Vision insuranceCompensation Package:
1099 contract Bonus opportunities Commission only Commission pay Application Question(s): Have you ever been convicted of a Felony?Work Location:
Hybrid remote in New York, NY 10017Other Job Posting Details
Salary
Minimum
Maximum
$92,361/yr
$103,191/yr