Personal Financial Planner

We are seeking an eager, strategic, and definitive financial advisor to fill an entry‑level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more.

If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

• Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management.
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations.
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions.
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs.
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members.

• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired.
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients.
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential.
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus.
• Requires a Bachelor’s degree in business administration, finance, or other related field.
• Must have the ability to successfully network and prospect for new clients.
• Must live in or near Long Island, Brooklyn, or Queens.

Compensation: $100,000 per year