FINITETEK INC · 14 hours ago
Financial Advisor
Melville, NY
Full-time
Hybrid
New Grad, Entry Level
$25K/yr - $100K/yrFINITETEK INC is seeking a Financial Advisor to work closely with clients to understand their financial goals and concerns. The role involves analyzing client information to create tailored strategies and maintaining strong relationships to ensure their financial plans remain aligned with their objectives.
Staffing & Recruiting
Hiring Manager
Zach Hardin™
Responsibilities
Working with clients to understand their goals, concerns, and current financial information
Analyzing information to create a strategy with appropriate products and services
Developing and maintaining a base of clients who value your input and guidance
Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years
Qualification
Benefits
Tools and technology to help you appropriately gather, manage, and service your clients.
Development and training—locally, virtually, and nationally—to support your educational needs.
Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients.
Mentorship and joint-work opportunities.
Superior service and support.
Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.
Company
FINITETEK INC
At FINITETEK INC, we’re more than a staffing and recruiting firm—we’re a trusted partner connecting exceptional talent with transformative opportunities.
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase