Entry-Level Financial Services Pro: Build Client Plans
Job in
Medford, Suffolk County, New York, 11763, USA
Listed on 2026-01-12
Listing for:
NYL Nassau-Suffolk Region
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Accounting & Finance, Financial Consultant, Banking & Finance, Financial Sales
Job Description & How to Apply Below
A leading financial company in Medford is seeking a motivated financial service professional to assist clients in achieving their financial goals. You will be responsible for collecting client financial data, developing tailored financial plans, and maintaining long-term client relationships. Ideal candidates should have strong networking and relationship management skills along with a commitment to integrity.
This role offers a competitive salary ranging from $60,000 to $100,000 annually, along with professional training and development opportunities.
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