Financial Advisor - Bayside, NY - Market 13, Region 375

Financial advisors partner with clients to help them achieve their long-term financial goals, such as retirement, building wealth, and estate strategies. They develop and grow their own practice, supported by their branch team and a home-office team. The role requires building relationships, understanding clients' needs, and creating personalized strategies to help them achieve their goals.

Requirements

• Build relationships to create new clients via face-to-face and virtual sourcing strategies
• Deeply understand clients' and prospective clients' needs, priorities, and concerns
• Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience
• Engage the branch team to create, monitor, and adjust the branch business plan
• Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability

Benefits

• Paid training
• Salary for the first five years
• Firm-provided branch office in the community
• Branch office support
• Support network
• No ceiling to earning potential and growth
• Compensation package that includes opportunities for commissions, profit sharing, and incentive travel
• Flexibility to balance personal and professional lives
• Culture of continuous improvement and professional development