Financial Advisor

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Financial Advisor

Cedarhurst, New York

Full Time

Financial Advisor

Location: Cedarhurst, NY
Employment Type: Full-Time
Schedule: Monday through Friday – Standard Business Hours
Salary: Based on Experience

Description
We are seeking a motivated and personable Financial Advisor to join a growing financial services team in Cedarhurst, NY. This role is ideal for someone who wants to build a rewarding career helping individuals, families, and businesses plan for the future through personalized financial strategies, investments, and insurance solutions.

The ideal candidate is ambitious, relationship-driven, and excited by the opportunity to grow their earnings, build a client base, and make a meaningful impact through trusted financial guidance.

What You’ll Do

• Meet with individuals, families, and business owners to understand their financial goals

• Develop personalized financial strategies tailored to each client’s needs

• Recommend investment, retirement, and insurance solutions

• Build and manage a strong client base through networking, outreach, and relationship-building

• Educate clients on financial planning concepts and long-term wealth strategies

• Maintain ongoing relationships through regular follow-up and account reviews

• Work toward individual performance goals while delivering a high level of service

• Manage your schedule and business activities with a high level of independence

Requirements

• Strong communication and interpersonal skills

• Motivated, self-driven, and goal-oriented mindset

• Interest in financial planning, investments, and insurance solutions

• Ability to build trust and develop long-term client relationships

• Comfort with networking, outreach, and business development

• Strong organizational skills and professional presence

• No prior experience required; full training will be provided

What We Offer

• Full training and ongoing mentorship

• Competitive base salary plus commission and bonus opportunity

• Unlimited growth and earning potential

• Flexible, entrepreneurial career path

• Meaningful work helping clients plan for their future