Financial Advisor | Training Provided | Wealth Management
Hybrid | Manhattan, NY 10017
Build a Meaningful Career While Building Your Own Practice
Looking for more than just a job?
Imagine building a rewarding career where you help individuals, families, and business owners make confident financial decisions while creating a practice and future that are uniquely your own.
At Wealth Advisory Group, a member of The Guardian Network®, you'll receive professional training, licensing support, mentorship, and a clear path to leadership while helping clients protect, grow, and transfer wealth. Whether you're an experienced professional, a recent graduate, or considering a career change, this opportunity combines entrepreneurship, flexibility, professional development, and significant earning potential within a supportive team environment.
No prior financial services experience is required. We provide the training, coaching, and resources needed to help you succeed.
What You'll Do
As a Financial Advisor, you will work directly with individuals, families, professionals, and business owners to help them:
- Create personalized financial strategies aligned with their goals
- Build, protect, and preserve wealth
- Plan for retirement, education funding, and major life events
- Protect their families and businesses through risk management strategies
- Develop long-term financial plans that evolve with changing needs
You will become a trusted advisor and build lasting relationships while making a meaningful impact in your community.
Key Responsibilities
Client Relationship Management
- Meet with prospective and existing clients to understand their financial goals, concerns, and priorities
- Analyze financial information and develop customized recommendations
- Conduct regular reviews to keep financial plans aligned with client objectives
- Deliver exceptional client service and build long-term relationships
Business Development
- Build your client base through networking, referrals, community involvement, professional relationships, social media, and strategic partnerships
- Participate in educational workshops, seminars, and community events
- Develop relationships with business owners, professionals, and families in your market
- Leverage firm-provided marketing tools, technology, and business development resources
Professional Development
- Complete licensing and training requirements
- Participate in ongoing coaching, mentorship, and leadership development programs
- Continuously expand your financial planning and wealth management knowledge
What We're Looking For
Required Qualifications
- Strong communication and interpersonal skills
- Self-motivated and goal-oriented mindset
- High level of integrity and professionalism
- Desire to help others achieve their goals
- Ability to build and maintain long-term relationships
- Entrepreneurial spirit and growth mindset
Preferred Backgrounds
We welcome candidates from a variety of professional backgrounds, including:
- Sales
- Banking
- Recruiting
- Education
- Business Development
- Customer Success
- Account Management
- Healthcare
- Hospitality
- Military
- Entrepreneurship
No prior financial services experience is required.
What We Provide
Training & Mentorship
✅ Paid training program
✅ Licensing support and sponsorship
✅ Industry-leading financial advisor development program
✅ One-on-one mentorship and joint-work opportunities
✅ Ongoing coaching and leadership development
Benefits & Financial Support
✅ Defined Benefit Pension Plan
✅ 401(k) with 3% Company Match
✅ Roth 401(k) Option
✅ Health Insurance
✅ Dental Insurance
✅ Vision Insurance
✅ Tuition Reimbursement
✅ Continuing Education Support
✅ Flexible Hybrid Schedule
Compensation & Growth
- First-Year Income Potential: $83,979 –$153,981+
- 24,000 Salary - Draw Program (subject to validation requirements)
- Training Allowance
- Commissions and Performance Incentives
- Supplemental Income Program Available for Up to Four Years
- Renewal Income Beginning in Year Two
- Profit Sharing Opportunities
- No Cap on Earning Potential
- Leadership and Management Career Paths Available
Many first-year advisors earn between $83,979 and $153,981, including commissions and renewal income opportunities.
Why Wealth Advisory Group?
We take a long-term planning approach focused on helping clients build, protect, and transfer wealth. Through innovative technology, comprehensive financial planning, and a culture of mentorship and collaboration, we help advisors build successful practices while making a meaningful difference in the lives of their clients.
If you're looking for a career with purpose, flexibility, professional growth, and unlimited earning potential, we'd love to meet you.
Apply today and explore how a career as a Financial Advisor can help you build a successful future while helping others do the same.
Job Type: Full-Time
Compensation: $83,979 –$153,981+ per year
Schedule: Flexible
Work Location: Hybrid – Manhattan, NY 10017
Travel Requirement: Up to 50% Preferred
Pay: $83,979.00 - $153,981.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Financial planning services
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid training
- Referral program
- Retirement plan
- Vision insurance
Ability to Commute:
- New York, NY 10017 (Preferred)
Willingness to travel:
Work Location: Hybrid remote in New York, NY 10017
