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

We are a dynamic and rapidly growing Financial Advisory team that is experiencing explosive growth. We are a highly responsible, relationally focused team of professionals who strive to dramatically enrich the lives of those around us.

We believe in having fun, building relationships built on trust and mutual respect, and treating our team members like family. We are seeking an individual who can plan and achieve prospecting and sales targets while providing a first-class experience to all clients that enhances the company brand. We need someone who can manage a team, understand the needs of clients, and negotiate sales to an effective close.


  • Prospect for and engage with clients to build and manage a pipeline of future clients 
  • Follow scripts and plan to achieve productivity, appointment setting, and revenue targets for your team
  • Outbound calling, e-mail communication, and coordination with your team. Help them to schedule appointments 
  • Accurately qualify potential customers and track metrics to ensure weekly goal attainment for team
  • Participate in regular training and education requirements to continuously improve skills for yourself and your team


  • Rapport building, active listening, and objection handling
  • Clear communication skills
  • Helpful: Inclined to assist others when possible.
  • Passionate: Intense enthusiasm towards interest or activity.
  • Proactive: Acts without being told what to do. Brings new ideas to the team.
  • Life, Accident, and Health License
  • Experience in the Financial Industry

$125,000 - $150,000 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. 

Who knew a day at the office could be so rewarding? Anyone will tell you if there’s honor in what you do, it can make a world of difference. 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

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