Wealth Management Advisor - with Full Training & Development Program

The Wealth Management Advisor role in the Financial District of New York City delivers long-term financial planning solutions with comprehensive training and licensing sponsorship. This onsite position combines client-focused planning with a commission-based compensation structure, starting with foundational training and progression toward an advisory role.

Responsibilities

• Provide long-term financial planning solutions across insurance, investments, retirement, education planning, and related areas.
• Identify opportunities and overlooked areas to help clients save and plan with confidence as life circumstances evolve.
• Develop a tailored plan to meet each client’s unique financial goals and needs.
• Begins as a financial representative while pursuing required designations and advancing toward the financial advisor role.

Requirements

• Local to the Financial District, NYC
• Previous sales or business development experience
• Collegiate athletics or military background

Benefits

• Training Bonus: Up to $3,500 upon completing training, contingent on onboarding milestones, individual metrics, and licensing requirements
• First-Year Stipends & Bonuses: Up to $26,000 based on weekly activity metrics
• First-Year Additional Bonuses: Up to $29,000 based on incentives during the first year
• Uncapped commissions with enhanced rates in the initial years
• 401(k)
• Health insurance
• Dental insurance
• Vision insurance
• Life insurance
• Employee assistance program
• Employee discount
• Financial planning services
• Flexible schedule
• Flexible spending account
• Parental leave
• Professional development assistance
• Retirement plan

Job Type

Full-time

Pay

From $55,000.00 per year

Location

New York, NY (onsite)

Work Location

In person

Ability to Commute

New York, NY 10014 (Required)

Application Question(s)

• Will you now, or in the future, require sponsorship for employment visa status (e.g., H-1B visa status)?