Registered Financial Advisor

United States·Orange Countymid

OtherFinancial Advisor

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Quick Summary

Key Responsibilities

Retirement plan with company contribution Paid holidays, vacation, and sick leave Med

Technical Tools

OtherFinancial Advisor

REGISTERED FINANCIAL ADVISORS
LOCATION:

New York: Mineola, Dutchess County, Orange County
New Jersey: Red Bank
Florida: Aventura, Boca Raton, Bonita Springs

POSITION TYPE: Full-Time, In-Office/Onsite
STATUS: Immediate Hiring
COMPENSATION: Attractive Compensation Package — DOE (Depending on Experience)

Our client is a prestigious, highly successful, growing, multi-location wealth management and financial services firm seeking experienced Registered Financial Advisors to join its growing team.

QUALIFICATIONS

Active SIE, Series 7, and Series 66 (or Series 63/65) required.
Minimum 3 years of financial advisory or brokerage experience.
Existing book of business of $200,000+ required.
CPA/CFP is a plus.
Strong client relationship and business development skills.
Excellent communication and interpersonal skills.
PUBLIC ACCOUNTING EXPERIENCE IS REQUIRED

RESPONSIBILITIES

Manage and grow an existing book of business.
Develop and maintain strong client relationships.
Provide financial planning and investment advisory services.
Develop new business opportunities through firm-provided warm leads.
Work with the tax and wealth management teams to provide comprehensive solutions.

Maintain accurate client records and follow applicable compliance requirements.