Financial Advisor
Center For Wealth Preservation
Hauppauge, NY US
Posted ago
Center For Wealth Preservation
We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Please apply today and get in touch!
Responsibilities
  • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
  • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
  • Design customized financial plans suitable for each client based on potential life changes and changing financial needs
  • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
  • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Qualifications
  • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
  • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
  • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
  • Bachelor’s degree in business administration, finance, or related field is required
  • Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
Compensation
$80,000 - $100,000
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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