Financial Advisor

Summit Advisors of Long Island Inc. is a financial planning firm working together with Summit Tax Advisors and Stefans Law Group PC to integrate all aspects of clients’ financial life. We offer ‘One stop shopping’ for clients, financial, tax and legal needs. Visit us at  to learn more about our company

We seek a financial advisor with a proven track record of establishing and servicing investment portfolios. This salaried plus commission position is an opportunity for the advisor to grow his/her own book of business with Cetera Advisor Networks LLC, an independent B/D.

• 2 years + investment services experience with a proven record of establishing an investment portfolio book of business
• Finra Series 7 and 66 or equivalent
• NYS Life and Health Insurance License
• CFP a plus
• Website and Social Media marketing skills and experience

• Develop and present financial plans and proposals to prospective clients
• Identify additional investment, tax and Elderlaw opportunities with existing clients
• Compose marketing material for social media, newsletters, marketing flyers and advertising
• Provide investment services to existing clients

• Salary and commission commensurate with experience and established book of business
• Medical Insurance
• Deferred compensation plan
• Standard holiday and vacation program