Financial Advisor
Location: Cedarhurst, NY
Employment Type: Full-Time
Schedule: Monday through Friday – Standard Business Hours
Salary: Based on Experience
Description
We are seeking a motivated and personable Financial Advisor to join a growing financial services team in Cedarhurst, NY. This role is ideal for someone who wants to build a rewarding career helping individuals, families, and businesses plan for the future through personalized financial strategies, investments, and insurance solutions.
The ideal candidate is ambitious, relationship-driven, and excited by the opportunity to grow their earnings, build a client base, and make a meaningful impact through trusted financial guidance.
What You’ll Do
Meet with individuals, families, and business owners to understand their financial goals
Develop personalized financial strategies tailored to each client’s needs
Recommend investment, retirement, and insurance solutions
Build and manage a strong client base through networking, outreach, and relationship-building
Educate clients on financial planning concepts and long-term wealth strategies
Maintain ongoing relationships through regular follow-up and account reviews
Work toward individual performance goals while delivering a high level of service
Manage your schedule and business activities with a high level of independence
Requirements
Strong communication and interpersonal skills
Motivated, self-driven, and goal-oriented mindset
Interest in financial planning, investments, and insurance solutions
Ability to build trust and develop long-term client relationships
Comfort with networking, outreach, and business development
Strong organizational skills and professional presence
No prior experience required; full training will be provided
What We Offer
Full training and ongoing mentorship
Competitive base salary plus commission and bonus opportunity
Unlimited growth and earning potential
Flexible, entrepreneurial career path
Meaningful work helping clients plan for their future