Lead Advisor is a wealth management consulting and recruiting firm. To view other roles, visit jobs.lead-advisor.com. Our client, a wealth management firm in Melville, is hiring an associate financial advisor to work closely with the practice owner to drive business development and assist with building financial plans. The ideal candidate will be a financial professional is passionate about helping people plan their futures, is comfortable with networking and sales and wishes to be part of a growing team.

Job Responsibilities Business Development Focused:

Help the firm identify potential clients through research and networking Develop relationships with other professionals in the community to build a referral network Meet with existing clients of the firm to gain referrals Research and create prospecting/business development lists

Planning Focused:

Building and designing financial plans and models Writing financial reports, executive summaries, & client deliverables Organizing client records Aggregating client info Sitting in on client meetings and quarterbacking the follow up Job Skills & Qualifications Attention to detail Excellent organizational skills Good prioritization / time management skills Strong communication / interpersonal skills Preferred industry licensing (Series 7/66 and Life/Health Insurance)

Bachelor's Degree Location:

In office

Salary:

Base:

$65,000 to $85,000 depending on experience and credentials + bonus

Pay:

$65,000.00 - $85,000.00 per year

Benefits:

Paid time off

Work Location:

In person