Financial Service Representative
Center For Wealth Preservation
Syosset, NY US
Posted ago
Center For Wealth Preservation

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.

The Center for Wealth Preservation was founded with the goal of assisting clients in every aspect of their financial lives. We provide the most personal service available, thus earning a reputation for excellence in our industry

Our five areas of practice specialization are business solutions, education planning, estate planning, retirement planning, and special needs planning. We strive to provide financial independence to all clients.


Responsibilities

  • Center for Wealth Preservation is recruiting for seasoned Financial Representatives for its Syosset and Hauppauge offices.
  • The role of a Financial Representative is to assist clients with achieving short-term and long-term financial goals.
  • We offer our Financial Representative ongoing support and professional training in a client-centric organization.

Qualifications

  • Life, Accident, & Health License (Required)
  • Sales: 1 year (Preferred)
  • Series 6, 7, 63 (Preferred)


Compensation
$100,000 - $150,000
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

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