Pay Growth
?
out of 5
Not enough data
Not enough info to score pay or growth
Find Jobs
Find Jobs Near You – Available Work in Your Location
Find & Apply For Personal Financial Advisor Jobs in Oyster Bay, New York
Browse jobs from a variety of sources below, sorted with the most recently published, nearest to the top. Click the title to view more information and apply online.
Skip to job details
Now viewing: Financial Client Relationship Associate
D
Distinct | North America
Financial Client Relationship Associate
Review key factors to help you decide if the role fits your goals.
Job Security
?
out of 5
Not enough data
Calculating job security score...
Total Score
83
out of 100
Average of individual scores
Job Description
Financial Client Relationship Associate at Distinct | North America Financial Client Relationship Associate at Distinct | North America in Oyster Bay, New York Posted in 1 day ago.
Type:
full-time Financial Client Relationship Associate Full-time | Fully in office | $75,000 base plus commission Are you a licensed financial professional who enjoys building lasting client relationships? We're recruiting for a financial planning firm seeking someone who combines sound financial judgement with a personal, attentive approach to client service. You'll work closely with clients and advisers to understand financial goals, develop tailored plans and make sure clients feel informed and well cared for. The role spans investment planning, financial analysis, tax planning and estate planning, alongside support for the wider team. What you'll do Build and maintain trusted client relationships. Develop financial plans that reflect each client's circumstances and goals. Recommend suitable investments, products and planning strategies. Support tax service workflows, particularly during tax season. Help with team administration and marketing activities. What you'll need Active FINRA Series 7 and Series 66 licences - both are required. Strong organisation, attention to detail and client communication skills. Confidence using Microsoft Office, CRM systems and financial planning software. A CFP, CPA or EA qualification, or tax preparation experience, would be an advantage.
Compensation:
$75,000 base salary plus commission. Stated total salary and commission expectations are $125,000-$175,000 , depending on experience. Terms may be negotiable for someone bringing an existing investment book of business. This is a fully office-based role , with most client meetings held on site.