Top Tech Jobs & Startup Jobs in NYC, NY

Develop and maintain client relationships, analyze financial goals, create personalized retirement, investment, insurance, and estate-planning strategies, and educate clients on financial decisions. The advisor collaborates with professionals, builds a book of business through networking, referrals, and marketing, stays current on financial products and markets, and receives training, licensing support, mentorship, and business-development resources.

Develop and maintain client relationships while creating personalized retirement, investment, insurance, and estate-planning strategies. Educate clients, collaborate with financial professionals, build a personal book of business through networking and referrals, and stay current on financial products and markets. The role offers mentorship, licensing support, marketing resources, training, and entrepreneurial growth opportunities.

Develop personalized financial strategies for individuals, families, business owners, and organizations covering retirement, investments, insurance, and estate planning. Build long-term client relationships through education and consultative guidance, collaborate with CPAs and internal specialists, and grow an independent book of business through networking, referrals, and marketing. Ongoing training, licensing support, mentorship, and planning technology are provided.

Develop personalized financial strategies for individuals, families, business owners, and institutions. Build long-term client relationships, educate clients on financial decisions, collaborate with professional specialists, and grow an independent book of business through networking, referrals, and marketing. The role includes ongoing training, licensing support, mentorship, planning resources, and business development tools.

Leads and expands a financial services practice focused on life insurance and annuities. Responsibilities include recruiting at least eight financial professionals annually, training and mentoring advisors, maintaining personal production, delivering holistic financial strategies, building professional relationships, and driving team performance, retention, accountability, and growth.