Financial Solutions Advisor - Eastern Long Island Market
$65,000–$80,000 year
On-site · East Hampton, New York, United States or Commack, New York, United States
Job Summary
Provide comprehensive financial advice and customized solutions to clients to help them achieve their financial goals. Triages client leads, makes referrals to business partners based on client needs and asset thresholds, meets with clients to review financial and investment goals, builds financial plans, and recommends brokerage products. Applies and expands knowledge by completing required licenses and trainings; SAFE Act registration is required for roles involving residential loan mortgage originations. Office-based with Monday–Friday schedule and rotating Saturdays; supports building and nurturing client relationships, managing risk, and delivering client-focused financial solutions.
Required Qualifications
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
- Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Strong communication and relationship-building skills.
- Willingness to engage clients, build financial plans, and recommend brokerage products.
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