Financial Advisor
$61,000–$119,000 year
On-siteWhite Plains, New York, United States
Job Summary
Grow your client base by making new connections, maintaining a strong referral network, and delivering personalized, holistic financial plans tailored to unique needs. Manage client financial plans to support them through every stage of life, covering asset and income protection, education funding, investment advisory, and retirement solutions. Build relationships that drive longevity while utilizing proprietary planning software to educate clients on growth, protection, and guaranteed income. This role requires obtaining Life/Accident & Health, SIE, Series 6, 7, and 63 licenses, with tuition reimbursement available. Average annual earnings range from $61K to $119K in the first three years, with top quartile advisors earning $137K to $250K. Onsite work is required for this independent contractor position.
Required Qualifications
- Bachelor's degree
- Entrepreneurial ambitions to be a business owner
- History of success in relationship-building or client-facing roles
- Excellent time-management skills
- Proficient critical thinking skills
- Strong communicator
- Strong sense of motivation and drive
- Legal authorization to work in the US without sponsorship
- Life/Accident & Health Certifications
- Securities Industry Essentials (SIE)
- Series 6
- Series 7
- Series 63
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