Registered Rep

WE PREFER FULLY LICENSED CANDIDATES WHO WANT TO JOIN A TEAM.

IF YOU ARE NOT LICENSED, YOU CAN APPLY. THE TRAINING PROGRAM HAS A COST TO IT. THIS PROGRAM INCLUDES A FEE WAIVER THAT IS WORTH APPROX $24,000 IN YOUR FIRST THREE YEARS.

We provide office space, phone systems, support staff, custom models/trading, marketing, event planning, and a collaborative environment. If you are sick of working alone/ from your home office/ in a bank or insurance company, this is a great opportunity.

```Duties```
- Provide comprehensive wealth management services to clients, including investment advice, financial planning, and retirement planning.
- Build and maintain strong relationships with clients to understand their financial goals and objectives.
- Conduct thorough research and analysis to develop personalized investment strategies for clients.
- Execute trades on behalf of clients and monitor investment portfolios to ensure alignment with client goals.
- Stay up-to-date on market trends, financial concepts, and investment products to provide informed recommendations to clients.
- Collaborate with other professionals, such as tax advisors and estate planners, to provide holistic financial solutions.
- Actively participate in business development activities to expand the client base and generate new business opportunities.

```Requirements```
- Bachelor's degree in finance, accounting, or a related field.
- Previous experience in corporate accounting, financial analysis, or a similar role.
- Strong knowledge of financial concepts and investment management principles.
- Excellent customer relationship management skills with the ability to build trust and rapport with clients.
- Proven ability to conduct thorough research and analysis to make informed investment decisions.
- Strong communication skills, both verbal and written, with the ability to explain complex financial concepts to clients.
- Ability to work independently and manage multiple client relationships simultaneously.
- Relevant certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are preferred.
- Experience in asset management or financial sales is a plus.

Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Job Types: Full-time, Permanent

Pay: $49,709.49 - $509,865.19 per year

Benefits:

• Professional development assistance

Compensation package:

• 1099 contract
• Commission pay

Weekly schedule:

• Choose your own hours
• Monday to Friday
• Weekends as needed

Work setting:

• In-person
• In the field
• Office

Ability to Relocate:

• Purchase, NY 10577: Relocate before starting work (Required)

Work Location: In person