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Job of the Day! Financial Advisor

Position: Direct Hire Financial Advisor

Location: Williamsville, NY

Hours: Monday – Friday, Days + nights and weekends when necessary

Compensation: Commission based plus complete benefit package

Responsibilities:

  • Sell financial products and services including life insurance, annuities and investment options
  • Review financial information to determine strategies, financial products and services to help clients meet their financial objectives
  • Perform business development and maintain client base on an ongoing basis
  • Contact existing clients occasionally to determine if there have been changes to their financial status
  • Provide financial guidance and customized to consumer segments that demand high quality service

Skills & Experience Required:

  • Bachelor Degree preferred w/relevant professional FINRA securities registrations are a plus!
  • NYS Life & Health preferred
  • 1 year related experience preferred
  • FINRA Series 7 or Series 6 required
  • FINRA Series 63 or 66 required
  • Proficiency with MS Word, Excel & Outlook
  • Results-driven, highly motivated, self-starter who possesses integrity and a strong work ethic
  • Must be able to work independently and collaboratively
  • MBA, JD, CFP®, CPA or ChFC, a plus
  • Personalized and comprehensive training and support

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