FORMER ATHLETES for Financial Advisor
Newburgh, NY
$68k - $112k/yr
Full time
Posted 17d ago
Insurance
Training
Advisor
Financial Advisor
Wealth Management
Financial Planning
Client Service
Regulatory Compliance
Relationship Management
Sales
Life Insurance
Retirement Planning
Customer Service
Compliance
CRM
Risk Management
Client Relations
Portfolio Management
Financial Services
Investments
Former
Athletes
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