Entry Level Financial Representative
Center For Wealth Preservation
Hauppauge, NY US
Posted ago
Center For Wealth Preservation
Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Responsibilities
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
  • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
Qualifications
  • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
  • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  • Valid FINRA Series 7 & 63/66 preferred but not required
  • A required Bachelor’s degree in business administration, finance, or similarly related field

  • Life, Accident and Health Insurance License or willing to obtain in the first 30 days

Compensation
$50,000 - $75,000 yearly
About Center For Wealth Preservation

The Center for Wealth Preservation was founded with the mission of assisting clients in every aspect of their financial lives. We provide the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each client, we strive to help create financial stability and security for a life of greater confidence, choice, and freedom. Our Financial Services Professionals take pride in their credibility as trusted business professionals who help others.

We have 5 areas of practice specialization:


  • Business Solutions
  • Education Planning
  • Estate Planning
  • Retirement Planning
  • Special Needs Planning

APPLY NOW
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