Job Details
Financial Advisor
STEFANS LAW GROUP PC | Woodbury, NY, United States
Industry: Legal | Type: Full-Time
Posted Date: Oct 22, 2024
Practice Areas: Finance - General
Job Description:
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
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