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.
Kestra Financial Independent Advisor