Registered Financial Advisor

REGISTERED FINANCIAL ADVISORS LOCATION

• New York:
  Mineola, Dutchess County, Orange County
• New Jersey:
  Red Bank
• Florida:
  Aventura, Boca Raton, Bonita Springs

Full-Time, In-Office/Onsite

Immediate Hiring

Attractive Compensation Package — DOE (Depending on Experience)

Our client is a prestigious, highly successful, growing, multi-location wealth management and financial services firm seeking experienced Registered Financial Advisors to join its growing team.

• Active SIE, Series 7, and Series 66 (or Series 63/65) required.
• Minimum 3 years of financial advisory or brokerage experience.
• Existing book of business of $200,000+ required.
• CPA/CFP is a plus.
• Strong client relationship and business development skills.
• Excellent communication and interpersonal skills.
• PUBLIC ACCOUNTING EXPERIENCE IS REQUIRED

• Manage and grow an existing book of business.
• Develop and maintain strong client relationships.
• Provide financial planning and investment advisory services.
• Develop new business opportunities through firm-provided warm leads.
• Work with the tax and wealth management teams to provide comprehensive solutions.

Maintain accurate client records and follow applicable compliance requirements.

• Retirement plan with company contribution
• Paid holidays, vacation, and sick leave
• Medical, dental, and vision insurance options

All conversations are confidential.