Financial Solutions Advisor - Eastern Long Island Market

Job Summary

Provide comprehensive financial advice and customized solutions to clients, helping them achieve their financial goals through investment and brokerage products.

• Work with clients to plan short‑ and long‑term financial goals, building a financial plan that aligns with their brokerage needs.
• Recommend banking and investment strategies, including stocks, bonds, mutual funds, annuities, and banking/money‑management solutions.
• Triage client requests and refer them to internal service partners based on client needs and asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or existing client relationships.
• Provide coaching and feedback to referral partners on client needs and product opportunities.

• Monday – Friday, with rotating Saturdays.

• Currently holds Series7 & 66 licenses (Series
  63 or 65 can replace Series
  66 if you attain it within 60 days).
• At least one year’s experience in the investments industry with in‑depth knowledge of investment products.
• At least one year’s experience in the financial services or sales environment with a track record of meeting or exceeding goals.
• Strong goal‑setting and relationship‑building skills.
• Effective communication skills and the ability to engage all client types.
• Ability to manage multiple priorities in a fast‑paced environment.
• Adherence to regulatory due diligence in daily activities.

• At least three years’ experience in financial services or sales with goals met or exceeded.
• Professional designations such as CFP and/or CRPC.
• Insurance licenses.
• Advanced computer skills.

• Client advisory and account management.
• Customer & client focus, active listening, and oral communication.
• Pipeline management, risk management, and issue management.
• Attention to detail and written communication.
• Policy, procedure, and guideline adherence.

High School Diploma / GED / Secondary School or equivalent.

Pay Range: $65,000 – $80,000 annualized, based on experience and skills.

Eligible for a formulaic incentive plan and other employee incentives.

Benefits include industry‑leading health, dental, vision, paid time off, and other wellness resources.

Pay transparency and additional details available at the company’s pay transparency portal.

Multiple locations across New York; specific open locations may vary. Contact the recruiting team for current openings.