Entry-Level Financial Representative jobs in United States
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Center for Wealth Preservation, LLC ยท 3 months ago

Entry-Level Financial Representative

positionHybrid in Syosset, NY
timeFull-time
remoteHybrid
seniorityNew Grad, Entry Level
money$78K/yr - $157K/yr

Center for Wealth Preservation, LLC is a modern and innovative financial services firm dedicated to client success. The Entry-Level Financial Representative will build and maintain a clientele network, sell various financial services products, and collaborate with the in-house Planning team to deliver top-tier solutions.

Financial Services

Responsibilities

Build and maintain a network of clientele who benefit from financial planning services
Expand your professional network through appointments, social media, industry events, referrals, seminars, and effective marketing campaigns
Focus on selling various financial services products, including estate planning, wealth management, insurance, and more
Collaborate with our in-house Planning team to deliver top-tier solutions and financial outcomes for clients
Complete necessary licensing requirements to provide comprehensive support to clients

Qualification

Client relationship managementFinancial services knowledgeSales experienceTeam buildingEntrepreneurial spiritInterpersonal skillsGoal-oriented mindset

Required

Comfortable handling objections and overcoming challenges during client interactions
Entrepreneurial spirit with a passion for building a business
Ability to manage relationships with high-net-worth clients and family offices
Interest in team building and mentoring others
Strong interpersonal skills and goal-oriented mindset

Preferred

No Finance Background Required: Over 83% of our advisors come from other industries!
Career Changers Welcome: If you're feeling capped in your current role, seeking more flexibility, or craving work with purpose and ownership

Benefits

401(k)
Dental insurance
Health insurance
Retirement plan

Company

Center for Wealth Preservation, LLC

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We specialize in building & protecting wealth for individuals, families, & businesses.
dateFounded in 2004
location
Syosset, New York, USA
people-size51-200 employees
web-link
https://cwpmetro.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Gary Ranftle
Managing Partner at CWP
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Greg Blum
Managing Partner at Center for Wealth Preservation / Mass Mutual
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Company data provided by crunchbase