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Verified Pay $80,000 - $90,000 per year
Hours Full-time, Part-time
Location Pearl River, New York

About this job

Onsite

A trusted wealth management and financial planning firm in Pearl River, New York, is seeking a Junior Advisor to join their team. This role focuses on building client relationships, supporting financial planning efforts, executing trades, and assisting with portfolio management. The position involves transitioning into a revenue-generating advisor capacity, with opportunities for mentorship and growth under experienced leadership. Ideal candidates are motivated, client-focused, and eager to develop their skills in a collaborative and dynamic environment.

Salary Range: $80,000 - $90,000 / year DOE

Junior Advisor Responsibilities:
  • Support senior advisors with client account management and assigned client tasks
  • Assist in building a client base and raising capital through relationship building
  • Execute trade operations, primarily in mutual funds, in a long-term, buy-and-hold strategy
  • Transition from a support role to a full advisory position, generating revenue and maintaining client satisfaction
  • Use systems such as LPL, Black Diamond, E-Money, and Redtail CRM to enhance client servicing
  • Provide operational support in onboarding and maintaining client accounts
  • Contribute to the firm's collaborative and entrepreneurial culture

Junior Advisor Requirements:
  • Series 65 license or willingness to obtain it
  • 2-3 years of experience in a client-facing role at a small RIA or bank
  • Strong communication, interpersonal, and technical skills
  • Confidence in utilizing financial technology system
  • Preferred background as an athlete or experience showcasing team collaboration and dynamic personality traits

Benefits:
  • Competitive base salary with additional compensation tied to performance
  • Medical, dental, and vision coverage, with significant employer contribution
  • Flexible work schedule with opportunities for remote work
  • PTO policy with flexibility based on mutual trust
  • Growth opportunities to transition into a full advisory role while building your book of business

Apply Now!

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Posting ID: 1047784759 Posted: 2025-02-16 Job Title: Advisor