As a Financial Advisor you will build long-lasting relationships, offer guidance and provide solutions to help clients meet their financial goals and objectives. Financial Advisors are supported by training programs, mentoring and unlimited access to resources to assist their clients. They are supported by a network of specialists who together provide guidance on:
-Comprehensive Financial Planning – Wealth Management - Personal Planning Analysis – Asset & Income Protection – Education Funding – Investment & Advisory Services – Trust Services – Estate Analysis – Retirement Solutions – Business Needs Analysis – Employee & Executive Benefits-
JOIN OUR CHAMPIONSHIP TEAM
We’ve been helping clients achieve financial security for over 165 years. We are searching for (2) special individuals to help us carry on that tradition. No financial experience required. We will train, coach, mentor and develop the right candidate in our Wealth Management Advisor Program. Here, you’ll have access to award – winning training, technology, planning tools and supportive mentors to help you deliver expert advice to your clients.
We want people with different backgrounds and work experience, including but not limited to:
- Financial management, sales, insurance, and financial services
- Executive leadership
- Community influencers
- Former athletes
- Military background
- Prior sales and/ or business experience preferred
Preferred qualifications
- 4- year College Degree REQUIRED
- Self – starter and highly motivated
- History of success
- Strong interpersonal and networking skills
Accolades, Ratings and Assessments
- Best Places to Work Crains Detroit Business 2023
- Top Corporate Culture Award DBusiness 2024
- Worlds’ Most Admired Companies in our industry according to FORTUNE
- America’s Best Large Employer, Best Employer for Diversity, Best Employer for Women, Best Employer for New Grads as recognized by Forbes
- Best Places to Launch a Career recognized by Business Week
- Best Places to Work by Glassdoor.com
- Ranked among the Top 10 independent Broker- Dealers as measured by total revenues
Benefits Program
- Comprehensive Medical Coverage
- Retirement Package; Pension Plan
- Group Life and Disability Income Insurance
- Multiple bonus compensation programs
- Expense allowance programs
- Sponsorship of Licensing/ Credentialing
- Exceptional Income Potential
- Leadership Opportunities
Financial support for professional designations and certifications: SIE, Series 6, 7, 63, CFP,
Job Type: Full-time
Pay: $70,000.00 - $150,000.00 per year
Benefits:
- Dental insurance
- Flexible schedule
- Health insurance
- Parental leave
- Retirement plan
- Vision insurance
Compensation Package:
- Bonus opportunities
- Commission pay
Ability to Commute:
- Poughkeepsie, NY (Preferred)
Ability to Relocate:
- Poughkeepsie, NY: Relocate before starting work (Preferred)
Work Location: In person
