Wealth Manager
Wealth Manager
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Salary Not Disclosed
1 Vacancy
Job Description
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:
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Develop and maintain relationships with high-net-worth individuals and business clients.
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Assess clients financial goals challenges and risk tolerance to create personalized wealth strategies.
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Provide guidance on investment management retirement planning estate planning tax-efficient strategies and other wealth management services.
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Conduct regular portfolio reviews and adjust strategies to meet evolving client needs.
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Educate clients on financial concepts to enable informed decision-making.
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Grow and manage a client base while delivering exceptional service and support.
Qualifications:
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Bachelors degree required.
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U.S. Citizen or Permanent Resident authorized to work in the United States.
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Ability to obtain necessary FINRA licenses (SIE Series 7 Series 66).
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Strong interpersonal communication and relationship-building skills.
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Self-motivated high integrity entrepreneurial mindset and commitment to professional growth.
What We Provide:
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Comprehensive training and mentorship programs.
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Access to state-of-the-art financial planning and investment tools.
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Marketing branding and business development support.
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Competitive compensation with a base draw uncapped commissions and asset-based renewals.
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Full benefits including 401(k) with match defined benefit pension plan health/dental/vision insurance tuition reimbursement and continuing education opportunities.
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Sponsorship for licensing exams (SIE Series 7 Series 66).
Work Environment:
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On-site work in Melville NY.
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Opportunity to make a long-term impact on clients financial futures.
Employment Type
Full Time
