Main Street Financial Group · 2 days ago
Associate Financial Advisor
Smithtown, NY
Full-time
Onsite
New Grad, Entry LevelMain Street Financial Group is a comprehensive financial planning and wealth management firm that has been serving clients for over 20 years. They are seeking an Associate Financial Advisor who will assist senior advisors in providing personalized financial planning services, including conducting financial analysis and developing investment plans.
Financial Services
Hiring Manager
Michael A. Wertheim, AIF®, CFS, CMFC, RTRP
Responsibilities
Conducting financial analysis
Developing and presenting investment and retirement plans
Maintaining and strengthening client relationships
Ensuring compliance with regulatory requirements
Qualification
Required
Strong expertise in Financial Planning, Retirement Planning, and Financial Advisory services
Knowledge of Investments and Finance principles
Excellent analytical and critical thinking skills
Exceptional interpersonal and communication abilities to build and maintain client relationships
Proficiency in financial planning software and Microsoft Office applications
Bachelor's degree in Finance, Accounting, Economics, or a related field; CFP certification is a plus
Professional experience in financial advisory or a related role is highly desirable
Preferred
CFP certification is a plus
Professional experience in financial advisory or a related role is highly desirable
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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