Take Two Financial is hiring an Associate Financial Representative (AFR) to drive new-business growth for a client-centered financial planning practice. This sales‑focused role emphasizes uncovering, developing, and converting new client relationships and assets while partnering closely with the lead advisor, to deliver exceptional client care and retention. You’ll use firm resources, planning tools, and modern technology (including AI-enabled tools) to build pipeline, present solutions, and execute financial plans.
What You’ll Do
- Proactively generate new client opportunities through prospecting, referrals, introductions, and relationship expansion
- Move prospects from initial conversation to engagement and implementation
- Cross-sell planning, insurance, and investment solutions to new and existing clients
- Identify client needs (financial planning, risk management, investments) and coordinate specialists when needed
- Partner with the lead advisor to ensure smooth onboarding and long-term client retention
- Build and deliver plans and illustrations using the team’s planning resources
- Consistently use CRM, workflow tools, and firm technology to manage opportunities and client activity
- Embrace new technology, including AI-enabled tools, to increase efficiency and improve the client experience
- Maintain accurate client records in accordance with Advisor Desktop standards
Who You Are
- Growth-minded, client-obsessed, and partnership-focused
- Sales-oriented with strong relationship-building and consultative selling skills
- Excellent communicator, organized, and reliable under pressure
- Comfortable using CRM systems and digital tools; eager to adopt new tech and AI-enabled solutions
- Willing to obtain required insurance and securities licenses (preferred: life insurance + FINRA Series 6/7/63/65 or equivalent)
- Demonstrates positive energy and a commitment to teamwork and client service
Why Join Us
- Meaningful work helping clients achieve financial goals
- Structured training, mentorship, and clear advancement opportunities
- Modern tools and technology to support growth and efficiency
- Collaborative, values-driven culture focused on partnership, responsiveness, and positive energy
Compensation & Benefits
- Competitive compensation structure (base + commission/production)
- Benefits package offered — details provided during the interview process
Pay: $45,000.00 - $55,000.00 per year
License/Certification:
- Series 6 (Required)
- Series 63 (Required)
Work Location: Hybrid remote in Rochester, NY 14610
