Financial Advisor

Kestra Financial Independent Advisor Wappingers Falls , NY 12590

Posted 2 weeks ago

J. Pink Associates, Inc., Financial Advisors (located in Wappingers Falls, NY) is looking to add an experienced Financial Advisor to the firm. We are an independent, relationship-based financial planning organization providing comprehensive wealth management, retirement income planning and meaningful tax strategies. You will have a competitive grid payout for your existing relationships and new clientele. This position is perfect for a financial advisor who is eager to succeed in the independent market while working with a high quality advisor with 23 years of experience in the industry. This role is best suited for an individual who has developed a well-rounded understanding and implementation of advising and financial planning with over three years experience as a financial advisor. This is a great way to join and grow with a team, transition your existing book of business, and maintain financial stability while advancing your career to focus on providing the most excellent client experience.

The Financial Advisor reports to the Owner/Financial Planner and is responsible for developing new business, managing relationships, providing personalized investment advice, and servicing clients.

Develop new relationships and sales opportunities

Promote and cultivate firm reputation among referral sources and the community

Consult with clients investment strategies based on individual financial and investment objectives; deliver advice and conduct client reviews

Identify sales and asset retention opportunities.


Trustworthy, sincere, charismatic and social disposition, able to start up and hold conversations with a diverse demographic of individuals

Demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building relationships with clients

Some knowledge and ability to learn more about trusts, estate planning, tax planning, insurance and complex financial planning

Coachable and trainable to fit the culture of the company and succeed in a service orientated business

Self-motivated, highly driven and entrepreneurial personality

Relationship-building skills and commitment to establishing long-term clients

Life, Health and Accident License State of NY

FINRA Series 7, 63 and 65/66 license required

Well organized with the ability to manage time effectively with multiple priorities

Excellent Verbal Communication, Active Listening, Critical Thinking, Strong Ethics

Clean record with SEC and FINRA


Competitive grid payout and a career progression for this position that could begin the path of ownership if the candidate is the right fit with the firm.

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Tax Accountant

Kestra Financial Independent Advisor

Posted 2 weeks ago

VIEW JOBS 1/12/2021 12:00:00 AM 2021-04-12T00:00 <p>Business opportunity for a local Accountant/CPA/EA. The CPA that we have been working with and referring my clients to is closing his practice due to health issues. After polling our clients, they have shared with me that the convenience of having their financial planner and tax advisor in the same office is important to them. We have a beautifully furnished upscale office and would like to discuss this opportunity with a local professional. The practice that is closing currently handles approximately 60-70 individual returns and 6 businesses, not including a steady stream of referrals from my firm. We would think this would be a great addition to an existing tax practice or a great start up client base.</p><p><br></p><p>If you are self motivated and want to either grow an existing tax practice or want to start a tax practice, this opportunity may be a great fit for you.</p><p><strong>Requirements</strong></p><p>The is an in-house opportunity. We want to have the tax advisor in the same office with us for convenience to our clients. We are not interested in referring our clients out to a off-site tax advisor.</p> Kestra Financial Independent Advisor Wappingers Falls NY

Financial Advisor

Kestra Financial Independent Advisor