Financial Advisor

Profile

Summit Advisors of Long Island Inc. is a financial planning firm working together with Summit Tax Advisors and Stefans Law Group PC to integrate all aspects of clients’ financial life. We offer ‘One stop shopping’ for clients, financial, tax and legal needs. Visit us at www.SummitAdvisorsLongIsland.com to learn more about our company

We seek a financial advisor with a proven track record of establishing and servicing investment portfolios. This salaried plus commission position is an opportunity for the advisor to grow his/her own book of business with Cetera Advisor Networks LLC, an independent B/D

Qualifications:

2 years + investment services experience with a proven record of establishing an investment portfolio book of business

Finra Series 7 and 66 or equivalent

NYS Life and Health Insurance License

CFP a plus

Website and Social Media marketing skills and experience

Duties and Responsibilities

Develop and present financial plans and proposals to prospective clients

Identify additional investment, tax and Elderlaw opportunities with existing clients

Compose marketing material for social media, newsletters, marketing flyers and advertising

Provide investment services to existing clients

Compensation and Benefits

Salary and commission commensurate with experience and established book of business

Medical Insurance, deferred compensation plan, standard holiday and vacation program

Company info

STEFANS LAW GROUP PC