Financial Advisor

Posted 1 week ago

Job ID - 3602

 

Financial Advisor

 

Beacon, New York

 

Job Id: 3602

 

Are you looking to make a career change to a stable company? This exciting opportunity offers a competitive salary plus an excellent benefits package including medical insurance, dental insurance, vision insurance, 401K, stock options, paid PTO, tuition reimbursement, tuition assistance.  Does this position match your future career goals? Then this opportunity could be the right fit for you.

 

RESPONSIBILITIES:

  • Cultivate strong relationships with members/clients.
  • Assess clients’ circumstances
  • Determine risk and return objectives
  • Determine need for liquidity and time horizon
  • Ensure clients willingness and ability to assume risks complement each other
  • Adhere to all FINRA and insurance rules and regulations

 

QUALIFICATIONS:

  • Bachelor’s Degree, in Business, Finance, Insurance
  • 3 – 5 Years of experience in Banking/Credit Union Finance
  • Commission history of at least $150,000 Gross Dealer Concessions
  • Life/Health Licenses
  • Series 7, 63/65 and/or 66 Licenses
  • Selling Securities
  • Selling Insurance

 

BENEFITS:

  • Medical Insurance
  • Dental Insurance
  • Vison Insurance
  • 401K
  • Direct Hire
  • Paid PTO
  • Great work-life balance, room to grow, career advancement potential

 

Ask for: Sandra Huff

Sandra@ajuliaexecutivesearch.com

Ajulia Executive Search is a New Jersey based Executive Search Firm specializing in retained searches in multiple sectors, including Manufacturing, Finance, IT, Legal, and Pharmaceutical. We have a nationwide client base and offer services in temporary and direct hire placements.

 

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