Fee Based Financial Advisor
Center For Wealth Preservation
Syosset, NY US
Posted ago
Center For Wealth Preservation

Our Fee Based Financial Advisors help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there.

Responsibilities

  • College Degree
  • CFP® Preferred
  • 7 and 63 or 66
  • 3 to 10 years of experience providing financial advice to families
  • Ability to work independently, be a good listener, and a clear communicator
  • Thrive in a compliance driven, dynamic, and deadline-driven environment
  • Assist in achieving revenue goals
  • Passionate about staying on the cutting edge of planning strategies and industry trends

Qualifications

  • Meet with clients to assess their financial needs and develop customized solutions
  • Develop new client relationships through existing pipelines
  • Become an active participant on the Investment Committee
  • Support marketing efforts
  • Some travel required
  • Hybrid Schedule

Compensation
$119,000+
About Center For Wealth Preservation

If you want to be a part of an energetic, supportive, and caring team environment, this company is the right place for you! Driven by our values, we strive to build meaningful, long-term relationships with clients through a “Service First” philosophy. Whether your focus is building or preserving wealth, our commitment to a cross-disciplinary planning process allows us to ensure that your financial blueprint is designed through a collaboration of financial, legal, and accounting perspectives. Our team of experienced professionals, each has a deep passion for serving our clients and adhering to our mission and purpose. We hope you choose to join our team and help us as we support our current and future clients.

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