EntryLevel Wealth Management Professional

Overview

Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact.

• Flexible schedule with a strong work-life balance.
• Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance.
• Training allowance and performance-based incentives.
• Company-sponsored professional development opportunities.
• Sponsorship for required licenses and continuous training.

We can only consider applicants authorized to work in the United States.
Our work environment requires occasional in-office presence, so candidates must be local to New York, NY.

• Maintain compliance with industry regulations and licensing requirements.
• Utilize marketing tools and resources to grow your client base.
• Participate in structured coaching and mentorship programs.
• Attend hybrid meetings, including in-person team collaboration, as required.
• Offer solutions in insurance, asset accumulation, and retirement planning.

• Self-motivated, coachable, and driven to succeed.
• No prior financial experience is required, and comprehensive training is included.
• Demonstrated leadership or a proven track record of success.
• Excellent communication and relationship-building abilities.
• Must be authorized to work in the US.

$80,000 - $115,000 yearly