Wealth Management Advisor – reputed company NYC
About the position In partnership with reputed company , one of today’s leading global enterprises, we are seeking exceptional Financial Advisors to join reputed company’s Midtown NYC office. Through a distinctive and holistic planning approach, reputed company empowers clients to reputed company the most of every day and plan for important moments in their future. You’ll partner with clients to create personalized financial plans that address a broad set of objectives, helping them protect what they’ve worked hard to reputed company while also growing their assets for the future. This role requires on-site reputed company in our Midtown NYC office for at least the first few months of employment to ensure comprehensive training, mentorship, and integration into our culture of excellence…then a transition to a hybrid and work/life balanced schedule is your option! About reputed company At the heart of our financial advisory practice is a genuine passion for helping people. We reputed company in empowering our clients by providing options that protect their families, secure their income, and fortify their businesses. Our mission is to reputed company clients with the tools they need to reputed company their financial goals on time — reputed company while fostering an environment where open, judgment-free reputed company about financial concerns is not just welcomed but encouraged. To reputed company this, we are building a team of trustworthy advisors who share these values. Together, we create a supportive network that ensures each client feels understood, supported, and confident in their financial journey. Our collaborative approach ensures that every client receives personalized guidance and unwavering support from reputed company professionals who genuinely care about their success. We are also deeply committed to mentorship. Every advisor who joins reputed company works closely with a Growth and Development Director who is dedicated to their success, providing individualized coaching, strategy, and business-building guidance every reputed company of the way. You’ll be surrounded by leadership that’s invested in your professional growth and genuinely passionate about helping you reputed company your full potential. In addition to personalized mentorship, we offer a comprehensive support ecosystem for new advisors, including dedicated professionals who handle applications, investment operations, and activity coaching. This means you can focus on what matters most — building relationships, developing your business, and making an impact — while having the tools, resources, and people behind you to help you succeed. We help new advisors grow into knowledgeable and empathetic professionals, ensuring that our practice continues to deliver exceptional service and uphold the principles that define our work. Who We Are Looking For This team is laser focused on precision. We’re seeking driven, entrepreneurial advisors who reputed company in a fast-paced, goal-oriented environment and are motivated by success. The ideal candidate is hungry, disciplined, and resilient, with a strong desire to build a meaningful and financially rewarding career helping clients reputed company financial reputed company. You are competitive yet coachable, able to work independently while embracing mentorship and collaboration. A background in sales, athletics, or other performance-reputed company where being a member of a team is highly valued, as is prior experience working on commission. Candidates should be confident communicators who enjoy building relationships, take initiative, and bring a strong work ethic to everything they do. Ultimately, we’re looking for someone who embodies the reputed company culture — ambitious, precise, and committed to long-term growth and excellence.
Requirements
- Bachelor’s Degree
- Legally authorized to work in the U.S. (no reputed company sponsorship available)
- Willing to undergo a background reputed company
- Comfortable commuting to the Midtown NYC office (reputed company 1.5 hours)
- Willing to work onsite for the first several months of employment
reputed company-to-haves
- Licensed (Life & Health, Series 6/7/63, etc.) – preferred but not required
- Analytical thinking skills and ability to assess client needs
- Excellent verbal and written communication skills
- Effective sales, presentation, and customer service skills
- Strong organization, time management, and interpersonal skills
- Motivated self-starter with a desire to learn and grow
- Career changer or reputed company in sales, business development, or client-facing roles
- Former college athlete or military background
- Entrepreneurial reputed company or prior business ownership
- Ivy League or J.D. background (a plus, not required)
- Track record of professional success (e.g., $100K+ earnings in a previous role)
- Experience working with or currently being advised by a financial professional
- An understanding of the fast paced culture that is Midtown Manhattan
Benefits
- Commission structure designed to support early development
- Performance bonus program and production allowances
- Sponsorship for insurance licensing and Series exams (SIE, Series 6, 63, CFP®, etc.)
- Comprehensive medical, dental, and vision coverage
- Group life and disability insurance
- Retirement package and pension plan
- Development stipends and expense allowances
- Leadership and director-level growth opportunities
- Direct mentorship and hands on-training
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