Main Street Financial Group · 15 hours ago
Associate Financial Advisor
Smithtown, NY
Full-time
Onsite
New Grad, Entry LevelMain Street Financial Group is a company that provides personalized financial planning and wealth management services. They are seeking an Associate Financial Advisor to offer tailored investment strategies and assist clients with retirement and wealth management planning.
Financial Services
Hiring Manager
Michael A. Wertheim, AIF®, CFS, CMFC, RTRP
Responsibilities
Analyzing financial data
Supporting senior advisors
Maintaining strong client relationships
Qualification
Required
Knowledge and experience in Financial Planning and Retirement Planning
Expertise in Finance and Investment strategies
Strong understanding of Financial Advisory practices and client relationship management
Exceptional analytical, problem-solving, and communication skills
Ability to provide guidance on personalized solutions to meet clients' financial needs
Bachelor's degree in Finance, Business, or a related field; CFP certification is a plus
Proficiency in financial planning software and tools is advantageous
Commitment to client confidentiality and fiduciary responsibility
Series 7 65/66
Company
Main Street Financial Group
For over 20 years, clients have trusted Main Street Financial Group for sound financial planning and wealth management services that are personal, manageable and prudent.
Founded in 1998
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Jonathan B. Leis, CIMA®️,CPWA®️,CEP®, CWS®
Partner/Private Wealth Advisor
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