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Financial Consultant Financial Advisor Financial Services Financial Sales

Licensed Financial Advisor: Client Wealth & Planning Pro

Job in Melville, Suffolk County, New York, 11775, USA
Listing for: Eastern Advisory Group
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services, Financial Sales
Salary/Wage Range or Industry Benchmark: 100000 USD Yearly USD 100000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Melville, NY, is seeking an experienced financial advisor to assist clients in making profitable financial decisions. This role involves providing tailored financial advice based on client goals, executing excellent customer service, and establishing strong relationships with clients. The ideal candidate should hold current CPA or CFP licenses, possess strong mathematical and analytical skills, and have experience with financial planning tools.

Compensation is $100,000 OTE.
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