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)?

Wealth Management Advisor - with Full Training & Development Program

Job Description