Description
Are you a motivated individual eager to enhance your skills in wealth management and financial planning? Join our Melville team as an Entry-Level Wealth Advisor and start a fulfilling journey with us.
Responsibilities:

• Work closely with clients to offer expert advice and comprehensive financial planning to help them reach their financial objectives.
• Focus on engaging and retaining clients, assisting them in structuring and strategizing their financial goals.

What we offer:

• Ongoing support and collaboration in a positive work environment.
• Perfect for those seeking to deepen their understanding of Investment and Financial Planning.
• Full-time position with excellent training provided, regardless of previous experience.

Salary: $116,000 annually Full Benefits
Responsibilities
•Provide clients with financial guidance and education to create custom retirement plans and investment strategies
•Analyze clients' financial situations and provide advice on risk management strategies
•Keep up to date with relevant financial regulations and news, and communicate changes to clients
•Identify opportunities to increase clients' financial performance and profitability
•Find and obtain clients to build a financial services practice
•We work with business owners, individuals, and families
Qualifications
•US Work Authorization
•Excellent people skills and communication skills
•Some experience in a sales or financial services-related position preferred
•Proficient in the use of Microsoft Office and other financial systems
•Competitive
•College Degree
•Life and health, SIE, Series 6 or 7 preferred but not required
•Coachable
•Previous Management skills are a plus
•Sales skills are a plus