This position is no longer accepting applications
Closed on April 30, 2026.
FORMER ATHLETES for Financial Advisor
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Job Description
A local Financial Advisor role in Newburgh, NY, onsite at Fletcher Wealth Advisors, requires a Certified Financial Planner designation and a background in competitive sports, with a salary range of USD 68,000 to 112,000 per year.
Responsibilities
- Perform financial needs assessments for prospective clients
- Create tailored financial plans aligned with client goals and risk tolerance
- Present insurance options, investment solutions, and retirement planning avenues
- Build lasting client relationships and provide ongoing service
- Pursue ongoing industry training to stay current on products and regulatory changes
- Use CRM tools to track client data, schedule appointments, and follow-ups
- Attend weekly team meetings and training sessions
Requirements
- Certified Financial Planner
- Background in competitive sports
Technologies
- CRM systems
Benefits
- Elite coaching
- License costs covered for all required credentials
- Incentive trips to destinations such as Hawaii, the Bahamas, Punta Cana, Whistler, Marco Island, San Diego, and more
- Supportive team environment
- Performance-based compensation
Role Description
- Perform financial needs assessments for prospective clients
- Create tailored financial plans aligned with client goals and risk tolerance
- Present insurance options, investment solutions, and retirement planning avenues
- Build lasting client relationships and provide ongoing service
- Pursue ongoing industry training to stay current on products and regulatory changes
- Use CRM tools to track client data, schedule appointments, and follow-ups
- Attend weekly team meetings and training sessions
Ideal Qualities for the Role
- Highly competitive
- Goal-driven
- Discipled and focused
- Coachable
- Results-oriented
- Energized by personal wins and shared victories
- Proven track record as an elite performer
What We Offer
- Elite Coaching: Direct training from proven leaders who know how to win and develop other top Advisors
- License Coverage: We pay for all required licenses; applicants not yet licensed are welcome
- Incentive Trips: Earn destinations like Hawaii, the Bahamas, Punta Cana, Whistler, Marco Island, San Diego, and more
- Supportive Team: A true team environment that celebrates wins and supports one another
- Performance-based Compensation: Earnings linked to your effort and results
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