Licensed Financial Advisor — Client Engagement & Inbound Leads
Job in
Melville, Suffolk County, New York, 11775, USA
Listed on 2026-08-02
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Jobtailor is seeking a professional in New York with securities licenses to act as an interim Financial Advisor, handling inbound inquiries and collecting client data to provide informed recommendations based on client profiles.
The role emphasizes strong client engagement, sales experience, and the ability to influence client decisions while maintaining compliant advisory practices in the financial services sector.
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