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Strategic Asset Specialist

Northeast Financial Network
Roslyn, NY Full Time
POSTED ON 3/3/2025
AVAILABLE BEFORE 3/21/2025

We are seeking a highly skilled Strategic Asset Specialist to join our team at Northeast Financial Network. In this role, you will be responsible for developing and implementing customized financial plans to help clients achieve their financial goals.

Key Responsibilities:

  • Working with clients to understand their financial objectives and develop personalized strategies to achieve them
  • Analyzing financial information to identify opportunities for growth and improvement
  • Providing expert advice on investment options and risk management techniques
  • Maintaining strong relationships with clients through regular communication and follow-up

Requirements:

To succeed in this role, you will need a strong educational background and relevant professional experience. You must also possess excellent communication and interpersonal skills, as well as the ability to work independently and as part of a team.

Compensation and Benefits:

We offer a competitive compensation package, including a draw starting at $24,000, plus first year and renewal commissions. You will also have access to ongoing training and development opportunities, as well as a comprehensive benefits program.

Salary : $24,000

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