Financial Advisor
David Lerner Associates
Syosset, NY US
Posted ago
David Lerner Associates

Your success is our goal!

Are you ready for a career as a Financial Sales advisor? At David Lerner Associates, the average annual income of Financial Sales Advisors with 2+ years of experience is $161,195.

When you work at David Lerner Associates, this is absolute: You will be working with a firm committed to helping you achieve your goals.

At David Lerner Associates, it's our belief that we are the good shepherds. For over 45 years, we have been focused on building and preserving our clients' assets. If you are highly motivated and want a career with excellent growth, we want to meet you.


DLA's Recipe for Success:

  • Seminars, webinars, and speaking engagements
  • Trade shows, exhibits, and festivals
  • Networking events (Chamber of Commerce and BNI)
  • Servicing local businesses (SLB program)
  • Personal potential
  • Referrals


  • Minimum of 2 years of outside sales experience or 3+years of full time employment experience
  • Excellent interpersonal and communication skills
  • High degree of self-confidence
  • Diligent, hardworking and able to work independently
  • Ambitious, motivated and goal oriented

$160,000+ at plan
About David Lerner Associates

In 1975, David Lerner was teaching history and economics at Bayside High School in Queens. A year later he went on to launch David Lerner Associates, a privately-held company that from the beginning was dedicated to building and preserving assets for clients. His voice and persona, “Poppy,” have been heard on radio stations throughout the New York metropolitan area for decades.

At David Lerner Associates, we believe the best way to help clients achieve their financial goals is to meet with them virtually or face-to-face, either in their home or one of our five branch offices. We believe clients should thoroughly understand and feel comfortable with their financial choices. We believe in building a client's portfolio through personalized service, not computer algorithms and Robo-services.

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