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.

Requirements

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

Benefits

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.

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