Financial Advisor

Permanent role based in Woodbury, NY with hybrid/remote flexibility.

About the role

Our client is seeking an experienced Financial Advisor with a strong, established book of business to join their team. Candidates must have assets to bring with them upon starting the role.

Responsibilities

• Manage and expand an existing book of business through proactive client engagement and referrals
• Develop personalized financial plans, including investment, retirement, tax, and estate planning strategies
• Provide ongoing portfolio management and performance reviews
• Identify new business opportunities and drive asset growth
• Maintain a high level of client service and trust through regular communication
• Stay current on market trends, financial products, and regulatory requirements
• Ensure compliance with all industry rules and company policies

Requirements

• Proven track record with a strong, transferable book of business (required)
• Previous experience as a Financial Advisor, Wealth Manager, or similar role
• Relevant licenses (e.g., Series 7, Series 63/65 or 66)
• Strong knowledge of financial planning, investments, and wealth management strategies
• Excellent interpersonal, communication, and relationship-building skills
• Self-motivated with a results-driven mindset

Preferred Skills

• Ability to work independently while contributing to a collaborative team environment
• Strong analytical and problem-solving skills
• High ethical standards and professional integrity

Pay

$100,000–150,000/year plus competitive base salary, commissions, and performance-based incentives.