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Financial Advisor

Search BizAthletes
New York, NY Full Time
POSTED ON 1/14/2025
AVAILABLE BEFORE 4/2/2025

Financial Advisor - Top Fast Growing Investment Company

COMPENSATION / PERKS / INTEL :

  • Based on Net Model : 1st Year Total Earnings : $150,000 - $200,000
  • 100% Remote Role
  • Health Care Plan (Medical, Dental & Vision)
  • Life Insurance (Basic, Voluntary & AD&D)
  • Short-Term & Long-Term Disability
  • Vacation, PTO, Sick Time Off
  • Company-Sponsored Quarterly Trips
  • 100% Virtual (Within the US)
  • Prospecting Expenses & Travel Covered
  • Provide Pre-Set, Qualified Leads to Bring In New Clients
  • Robust Internal Resources, Including Centralized Investment Management
  • All Operational Resources are Company-Provided
  • Company-Sponsored Quarterly Trips

NOTABLE ACHIEVEMENTS / AWARDS :

  • 4.5 Star Rating on Investor.com
  • 40% Growth over 3 Years
  • Top 20% Financial Firm in the US
  • Competing w / the Top 4 Financial Firms

    • RESPONSIBILITIES :

  • Grow Revenue by Building Relationships
  • Build and Maintain a Client Portfolio
  • Bring in New Prospects & Grow Existing Relationships
  • Ownership over Investment Management, Financial Planning, & Income Strategies
  • Meet & Exceed Sales Goals

    • REQUIRED QUALIFICATIONS :

  • 3 Years of Successful Financial Planning Experience
  • Bachelor's Degree from Accredited University
  • 30 Million in Managed Assets
  • Experience Growing Book of Business
  • Able to Bring Your Book of Business With You Without Any Restrictions
  • Have at least one of CFP, CFA, or CPA (CFP or / and CFA strongly preferred)

    • Salary : $150,000 - $200,000

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