Financial Advisor (draw Salary Plus Commission)

Mtbachelor

Syracuse, New York, United States of America
Base: $62,200.00 - $103,600.00; bonus/equity: not ...
Investment and insurance sales experience
Ability to meet sales goals
Customer relationship management
The role focuses on delivering individualized needs-based investment and insurance solutions to clients

Job Summary

  • The role focuses on delivering individualized needs-based investment and insurance solutions to clients.
  • Advisors are expected to actively solicit new investments and insurance solutions from affluent customers.
  • The position requires compliance with regulatory standards and a commitment to customer interests.

Matching Summary

The role focuses on delivering individualized needs-based investment and insurance solutions to clients.

Salary

Base: $62,200.00 - $103,600.00; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Investment and insurance sales experience
  • Ability to meet sales goals
  • Customer relationship management

Nice-to-have

  • Coaching and mentoring skills
  • Strong partnership development
  • High-quality customer service

Key Requirements

  • Minimum 6 years of education or experience
  • FINRA Series 7, 63 and 65 or 66 licenses
  • State Life/Variable Insurance licenses

Work Rights

Not specified

Tailored Resume

Cover Letter