Entry-Level Wealth Management Professional

About the role

Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry as a Wealth Management Professional. You will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals.

Responsibilities

• Provide financial guidance to clients
• Help clients achieve their long-term financial goals

Requirements

• Authorized to work in the United States
• Local to New York, NY

Benefits

• Flexible schedule with a strong work-life balance
• Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance
• Training allowance and performance-based incentives
• Company-sponsored professional development opportunities
• Sponsorship for required licenses and continuous training

Pay

$80,000 - $115,000 at plan commission

Schedule

Occasional in-office presence required