Wealth Manager

Melville, NY - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Job Title: Wealth Manager
Location: Melville NY
Employment Type: Full-Time

Overview:
We are seeking a Wealth Manager to serve as a trusted advisor to individuals families and business clients. The ideal candidate will help clients build manage and preserve wealth through tailored financial strategies while fostering strong long-term relationships.

Key Responsibilities:

Develop and maintain relationships with high-net-worth individuals and business clients.
Assess clients financial goals challenges and risk tolerance to create personalized wealth strategies.
Provide guidance on investment management retirement planning estate planning tax-efficient strategies and other wealth management services.
Conduct regular portfolio reviews and adjust strategies to meet evolving client needs.
Educate clients on financial concepts to enable informed decision-making.
Grow and manage a client base while delivering exceptional service and support.

Qualifications:

Bachelors degree required.
U.S. Citizen or Permanent Resident authorized to work in the United States.
Ability to obtain necessary FINRA licenses (SIE Series 7 Series 66).
Strong interpersonal communication and relationship-building skills.
Self-motivated high integrity entrepreneurial mindset and commitment to professional growth.

What We Provide:

Comprehensive training and mentorship programs.
Access to state-of-the-art financial planning and investment tools.
Marketing branding and business development support.
Competitive compensation with a base draw uncapped commissions and asset-based renewals.
Full benefits including 401(k) with match defined benefit pension plan health/dental/vision insurance tuition reimbursement and continuing education opportunities.
Sponsorship for licensing exams (SIE Series 7 Series 66).

Work Environment:

On-site work in Melville NY.
Opportunity to make a long-term impact on clients financial futures.

Job Title: Wealth Manager Location: Melville NY Employment Type: Full-Time Overview: We are seeking a Wealth Manager to serve as a trusted advisor to individuals families and business clients. The ideal candidate will help clients build manage and preserve wealth through tailored financial strategie...