Financial Advisor - Jamestown, NY - Market 25, Region 242

Financial advisors partner with clients to help them achieve their long-term financial goals. They develop and grow their own practice, supported by their branch team, a home-office team, and other regional financial advisors.

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

Benefits

• Paid training
• Salary for the first five years
• Firm-provided branch office
• Branch office support
• Compensation package including opportunities for commissions, profit sharing, and incentive travel
• Flexibility to balance personal and professional lives
• Culture of continuous improvement and professional development