Financial Advisor/Financial Planner

  • Company:
    Strategies for Wealth
  • Location:
  • Salary:
    negotiable / month
  • Job type:
    Full-Time
  • Posted:
    5 hours ago
  • Category:
    Finance and Insurance

Job Description

Looking for a motivated, entrepreneurial, self-starter to join successful financial services firm in a sales capacity to develop & manage client relationships in personal and business marketplaces. Candidates need not have a financial or sales background, but significant business experience is a plus and a track record of success mandatory. Potential candidates should also possess a substantial natural market and have highly effective personal skills. A positive self-image and attitude toward life are highly desirable. The candidate will be based in our Rye Brook Office. Self-motivation and willingness to network, generate leads and seize opportunities Desire to continue to learn constantly, keeping up on new industry trends and researching the market to back up financial consulting decisions Ability to see the big picture, including overseeing the course of the financial plan and updating it if necessary. Exceptional communication skills needed to liaise with providers, vendors, and other professionals WE ARE STILL HIRING THROUGHOUT THIS COVID-19 CRISIS!!!! Company Description About Strategies for Wealth Strategies for Wealth is a comprehensive financial services firm, with offices in Manhattan, Westchester, and Long Island, that is able to offer individuals, as well as small or medium-sized businesses, something very few firms can – a 360-degree view of their financial world. Our diversified staff of over 170 financial professionals, with a support team of over 100, offers clients investment services and estate, insurance and retirement planning. Strategies for Wealth offers a vibrant, energetic environment and is considered the absolute best by industry peers – the benchmark by which other firms measure themselves. We are THE leading agency of The Guardian Life Insurance Company of America 5-year retention rate for new associates is 70% versus the industry average of 13% Winner of Guardian's President's Cup Award (most prestigious award you can receive at The Guardian) – 2003, 2009, 2013, 2016 and 2019 Named Best Place to Work for Financial Advisors by Investment News – 2019 GA Emeritus, Ron Rosbruch, was inducted into the GAMA Hall of Fame