Financial Advisor
brokerhunterNew York, NY
Financial Advisor Trainee – Build a Business, Not Just a BookPort Jefferson, Long Island, NY | In-Office 100% Commission | Uncapped Earning Potential
The Opportunity:
- BrokerHunter is conducting a confidential search on behalf of an independent financial services firm in Port Jefferson, Long Island seeking ambitious professionals who want to build a long-term career as a Financial Advisor.
- This is an in-office opportunity designed for someone who wants to learn the financial services business, develop client relationships, and ultimately build a business of their own.
- You do not need an existing book of business, millions of dollars in AUM, or 10 years of financial services experience.
- What you do need is ambition, discipline, strong relationship-building skills, and the desire to learn how to build a business.
- Build Relationships FirstThe opportunity goes beyond simply finding assets to manage.
- Advisors learn how to identify a variety of financial needs within their network and connect clients with appropriate solutions and resources, including:
- Investment management
- Retirement planning
- Estate planning
- Tax strategies
- Life and other insurance
- Commercial financing
- Private equity and alternative investments
- Business planning
- The goal is to build long-term client relationships and develop a business that can grow beyond a traditional AUM-only practice.
- Who We're Looking ForThis is a trainee-level opportunity, so previous financial services experience is helpful but not required.
- Candidates may come from backgrounds such as sales, banking, insurance, real estate, business development, entrepreneurship, hospitality, professional services, or other relationship-driven careers.
- Successful candidates will be:
- Ambitious and entrepreneurial
- Comfortable developing new relationships
- Coachable and willing to learn
- Self-motivated and disciplined
- Interested in building a long-term career in financial services
- Able to work in-office in Port Jefferson, Long Island
- Training & Support
- Our client provides:
- Structured training and mentorship
- Licensing guidance and support
- Investment and portfolio-management education
- Access to experienced financial professionals
- Estate- and tax-planning resources
- Insurance capabilities
- Commercial financing resources
- Private equity and alternative investment opportunities
- A platform designed to support your business as it grows
- Compensation 100% Commission | Uncapped Earning Potential | Recurring Revenue
- This is an entrepreneurial opportunity rather than a traditional salaried position.
- Your income is tied directly to the relationships and business you develop. As your capabilities grow, you'll have the opportunity to develop multiple revenue streams and recurring income.
- Start With No Book. Build One. Then Build a Business Around It.
- You may be starting with zero clients. That's okay.
- You'll receive support to learn the business, develop your skills, pursue the appropriate licenses, and understand how to build and serve a client base.
- This opportunity is designed for someone who wants to build relationships, help people, control their earning potential, and create a business of their own within the financial services industry.
Location: Port Jefferson, Long Island, NY
Work Arrangement: In-Office
Interested candidates are encouraged to apply now!
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Level
Junior L3
Location
New York, NY
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
9 days ago