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Job of the Day – Financial Advisor

Position: Direct Hire Financial Advisor
Location: Williamsville, NY
Hours: Monday – Friday, FT Days, some evening hours may be required
Compensation: Commission based plus complete benefit package
• 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
Please send resumes to
Walk-ins Welcome! M-F 9am-11:30am & 1pm-3:30pm

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