Wealth Management Advisor (Training and CFP Track) Position Available In Westchester, New York

Wealth Management Advisor (Training and CFP Track) PONTEMLA.com New Rochelle, NY Job Details Full-time $82,414 a year 1 day ago Benefits Health insurance 401(k) Qualifications CFP Sales No experience needed Bachelor’s degree Entry level Under 1 year Full Job Description Our client, a wealth management firm in Midtown is looking for a talented professional with high capacity to build a financial planning practice as an advisor. Having prior financial experience is NOT required as the right candidate will be sponsored for industry licenses (investments/insurance/Certified Financial Planner), be trained through a financial planning academy and have infrastructure and mentorship to build a practice. This is an entrepreneurial opportunity to build a business while having access to support. If you are looking for the traditional employee role, this may not be the right role for you!

The role of an advisor:

Build relationships with prospective clients Help clients think about future financial planning and personal goals Constructing comprehensive plans Educating clients on recommendations and sharing financial advice Follow up with clientele to update their plans while their life and markets/economy change Manage your practice with support from a major firm Marketing and networking Training will teach planning and business building fundamentals. Comprehensive planning could include; Savings, debt reduction and cash flow planning Investment strategies and portfolio management Retirement Planning and Retirement Income Planning for retirees

Insurance Planning:

Life, Disability, Long Term Care Estate Planning for charitable giving and passing down assets Major purchase planning such as a house, business or education funding Tax implications The average revenue for advisors in their first four years is $82,000+ with top quartile being over $150,000. (More tenured advisors have higher averages)There is not a base salary or hourly wage as this is an opportunity to build a supported practice. There will be access to benefits, retirement funding, support staff and mentorship/professional development plans.

Qualifications:

• Bachelors Degree Being coachable Desire to learn the planning profession Desire to be in a client facing role open to networking and sales

Job Type:

Full-time Pay:

$82,414.00 per year

Benefits:

401(k) Health insurance

Compensation Package:

Bonus opportunities Commission pay

Education:

Bachelor’s (Required)

Experience:

Sales:

1 year (Preferred)

Work Location:

In person