Center for Wealth Preservation, LLC · 5 hours ago
Financial Advisor
Hybrid in Hauppauge, NY
Full-time
Hybrid
Entry, Mid Level
$80K/yr - $250K/yr
1+ years expCenter for Wealth Preservation (CWP) is a women-owned boutique firm providing personalized financial advice and white glove service. The Financial Advisor will deliver tailored financial planning services and support clients with diverse financial needs while leveraging various outreach strategies.
Financial Services
Responsibilities
Deliver white glove service to a growing network of clients with diverse financial needs
Leverage social media, networking events, and referral systems to expand your reach
Offer a comprehensive range of financial planning services, from estate strategies to risk management and wealth accumulation
Work closely with our planning team to develop customized solutions
Obtain and maintain the necessary licenses to offer full-spectrum financial guidance
Qualification
Required
Minimum of 1+ years in financial services, insurance, or a related professional field
Confidence in handling objections and complex client discussions
Entrepreneurial mindset with a passion for growth and business development
Proven experience working with high-net-worth clients or family offices
Interest in mentorship and leadership
Strong interpersonal skills, client-first mentality, and a results-driven approach
Benefits
401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Vision insurance
Bonus opportunities
Commission pay
Company
Center for Wealth Preservation, LLC
We specialize in building & protecting wealth for individuals, families, & businesses.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Gary Ranftle
Managing Partner at CWP
Greg Blum
Managing Partner at Center for Wealth Preservation / Mass Mutual
Company data provided by crunchbase