Description

We’re excited to expand our team and are looking for a motivated Client Advisor to join us. In this role, you’ll work closely with broker-dealers and prospective clients to identify their business needs and provide tailored solutions to help them succeed. If you have prior experience in FINRA regulations and sales, we’d love to hear from you!

Company Culture and Environment

We are passionate about what we do and offer a fully remote work environment, making it easier for you to balance your personal and professional life. Our culture fosters teamwork and collaboration, ensuring everyone contributes to the overall success of the team.

Career Growth and Development Opportunities

We value your growth and development, providing opportunities for professional growth and advancement in your career.

Detailed Benefits and Perks

• Competitive compensation and performance-based bonuses
• Flexible work schedules to suit your lifestyle
• Paid time off (PTO) and 401(k) with employer contributions

Compensation and Benefits

Base salary of \(35,000 - \)45,000 annually, with the potential for sales-based bonuses.

Why you should apply for this position today

If you’re looking for a rewarding role where you can make a significant impact while enjoying a healthy work-life balance, we’d love to have you on our team!

Skills

• Previous experience with FINRA and sales in a financial services environment
• Strong communication and problem-solving skills
• A passion for working in a fast-paced, growth-focused environment

Responsibilities

• Collaborate with clients to understand their objectives and recommend effective strategies
• Provide excellent service and support to broker-dealer clients
• Work closely with a dynamic team to drive growth and achieve business goals
• Contribute to the overall success of the team by developing long-lasting relationships with clients

Qualifications

• Previous experience in financial services sales
• Familiarity with FINRA regulations
• Excellent interpersonal and communication skills

Education Requirements

• High school diploma or equivalent
• Bachelor’s degree preferred but not required

Education Requirements Credential Category

• High school diploma or equivalent

Experience Requirements

• At least 2 years of relevant experience in sales within the financial services sector

Why work in Smithtown, NY

Smithtown, NY offers a charming suburban environment with a close-knit community feel. With a variety of local parks, shops, and recreational activities, it provides a great quality of life. The area is well-connected to nearby cities, offering easy access to a range of amenities and cultural attractions.