Financial Planner Position Available In Nassau, New York

Financial Planner 3.8 3.8 out of 5 stars Syosset, NY 11791 •

Remote About Us:

At the Center for Wealth Preservation (CWP), we deliver more than just financial advice — we provide white glove service rooted in personalized attention, top-tier support, and a boutique approach. As a women-owned firm managing over $2.3 billion in assets under management (AUM) , we combine a deep commitment to client success with modern resources and open architecture to give our advisors the freedom and flexibility they need to thrive.

What Sets Us Apart:

Dedicated Sales Execution Team:

You’ll never go it alone. Our in-house sales professionals help drive results so you can focus on what matters most — your clients.

Tailored Compensation Packages:

We offer customized earnings programs that align with your career goals and experience.

Lead Program:

Gain access to qualified leads through our proven systems to help you build your book of business faster.

Accelerated Growth Program:

Our Planning Associate Program empowers you to become a top-tier financial professional in just months.

Unmatched Resources:

Access our Financial Planning Department , expert case design team , and in-house marketing specialists to support your success.

Flexibility and Freedom:

Enjoy the ability to work from anywhere while building a meaningful, rewarding career.

Teaming Opportunities:

Collaborate with other high-performing professionals through our structured teaming model to expand your capabilities and capacity.

Firm Culture:

From “CWP Cares” events to ongoing development opportunities, we foster a culture of growth, inclusion, and community.

Your Role:

As a key member of our firm, you will: Deliver white glove service to a growing network of clients with diverse financial needs. Leverage social media, networking events, and referral systems to expand your reach. Offer a comprehensive range of financial planning services, from estate strategies to risk management and wealth accumulation. Work closely with our planning team to develop customized solutions. Obtain and maintain the necessary licenses to offer full-spectrum financial guidance.

What We’re Looking For:

Series 6 or 7 and 63 required Minimum of 3+ years in financial services, insurance, or a related professional field. Confidence handling objections and complex client discussions. Entrepreneurial mindset with a passion for growth and business development . Proven experience working with high-net-worth clients or family offices. Interest in mentorship and leadership. Strong interpersonal skills, client-first mentality, and a results-driven approach. Why Choose CWP? Backed by MassMutual and MML Investors Services — a Fortune 100 company with over 175 years of experience. Access a true open architecture platform, empowering you to recommend the best solutions for your clients. Work at a boutique-style firm with the resources and backing of an industry giant. Uncapped commission potential, bonuses, and transition support for experienced advisors. A culture that values independence, flexibility, and purpose-driven impact. Ready to Make an Impact? If you’re an ambitious, service-oriented professional looking to elevate your career in financial services, we invite you to become part of a firm that prioritizes people, performance, and purpose. Join CWP — where you can build a legacy while helping others preserve theirs.