Job added in hotlist
Applied job
Contract job
90-day-old-job
part-time-job
Recruiter job
Employer job
Expanded search
Apply online not available
View more jobs in New York
View Similar Jobs

Job Details

Financial Advisor

Company name
STEFANS LAW GROUP PC

Location
, NY, United States

Employment Type
Full-Time

Industry
Accounting, Legal

Posted on
Feb 14, 2024

Valid Through
May 29, 2024

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

EmploymentCrossing is great because it brings all of the jobs to one site. You don't have to go all over the place to find jobs.
Kim Bennett - Iowa,
  • All we do is research jobs.
  • Our team of researchers, programmers, and analysts find you jobs from over 1,000 career pages and other sources
  • Our members get more interviews and jobs than people who use "public job boards"
Shoot for the moon. Even if you miss it, you will land among the stars.
AccountingCrossing - #1 Job Aggregation and Private Job-Opening Research Service — The Most Quality Jobs Anywhere
AccountingCrossing is the first job consolidation service in the employment industry to seek to include every job that exists in the world.
Copyright © 2024 AccountingCrossing - All rights reserved. 169 192