Entry-Level Wealth Advisor

Description

Seeking an Entry-Level Wealth Advisor to join our Melville, NY team, embarking on a journey to excel in wealth management and financial planning. Engage deeply with clients, offering expert advice and comprehensive financial planning to help them reach their financial aspirations. Focus on cultivating client relationships, assisting them in defining and attaining their financial goals.

Benefit from continual support and contribute to a collaborative team environment. This opportunity is perfect for those eager to enhance their knowledge in Investment and Financial Planning. Full-time position with comprehensive training provided, regardless of previous experience. Competitive salary : $116,000 annually + extensive benefits package.

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