2 lead advisor j pink associates inc Jobs in wappingers falls, ny
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Kestra Financial Independent Advisor
Wappingers Falls, NY | Full Time
$61k-81k (estimate)
3 Months Ago
Lead Advisor - J. Pink Associates, Inc.
$60k-80k (estimate)
Full Time | Investment Management
1 Month Ago
Kestra Financial is Hiring a Lead Advisor - J. Pink Associates, Inc. Near Wappingers Falls, NY
SummaryThe Lead Advisor is responsible for developing new business, managing relationships, providing personalized investment advice, and servicing clients.
Essential Duties And Responsibilities
Essential Duties And Responsibilities
- Develop new relationships and sales opportunities
- Promote and cultivate firm reputation among referral sources and the community
- Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and conduct client reviews
- Identify sales and asset retention opportunities; including viable alternatives when traditional solutions may not apply
- Participate in all critical management and service decisions, including vender evaluation, process design, and other tasks as requested
- Proven track record of professional success
- Self-motivated, highly driven and entrepreneurial personality
- Relationship-building skills and commitment to establishing long-term clients
- Strong desire for performance driven compensation and growing earnings potential
- The ideal candidate will have 3 years of experience in the financial services industry allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
- Previous experience in the independent financial services culture preferred
- Series 7 and 65/66 license required
- CFP, CPA, CFA, or ChFC preferred (or ability to obtain)
Job Summary
JOB TYPE
Full Time
INDUSTRY
Investment Management
SALARY
$60k-80k (estimate)
POST DATE
05/24/2024
EXPIRATION DATE
11/04/2024
WEBSITE
kestrafinancial.com
HEADQUARTERS
Austin, TX
SIZE
200 - 500
INDUSTRY
Investment Management
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