Strategies for Wealth · 5 months ago
Financial Advisor/ Training Included
NYC Metro Area
Full-time
Onsite
New Grad, Entry Level
$60K/yr - $100K/yrStrategies for Wealth is a full service financial planning firm with offices in Manhattan, Rye Brook, and Jericho, New York. They are seeking ambitious individuals to join their team as Financial Advisors, where you will build relationships, transform lives, and create your own success story.
ConsultingFinancial ServicesLegal
Hiring Manager
Lindsay Wolfer
Responsibilities
Prospecting and Client Acquisition: Identify and pursue new clients through various prospecting methods including cold sourcing and prospecting
Financial Consultation: Conduct comprehensive financial analyses to understand clients' needs and provide tailored solutions
Business Development: Build and manage your own client portfolio, nurturing long-term relationships through regular communication and reviews
Continuous Learning: Stay abreast of industry trends, market conditions, and product knowledge to provide informed advice to clients
Compliance and Ethics: Adhere to industry regulations and ethical standards to ensure the highest level of service and trust
Qualification
Required
Bachelor's degree in Finance or business related field
Strong interpersonal and communication skills
Entrepreneurial mindset and a self-starter
Passion for helping others achieve financial success
Willingness to learn and adapt in a dynamic industry
Obtain Life, Accident & Health Insurance License
Obtain SIE, Series 6 & 63 or Series 7
Company
Strategies for Wealth
Strategies for Wealth is a full service financial planning firm with offices in Manhattan, Rye Brook, and Jericho, New York.
Founded in 1934
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jeffrey M. Neeck
Partner
Jerry Tavella
Partner
Company data provided by crunchbase