Job description

A trusted wealth management and financial planning firm in Pearl River, New York, is seeking a Junior Advisor to join their team. This role focuses on building client relationships, supporting financial planning efforts, executing trades, and assisting with portfolio management. The position involves transitioning into a revenue-generating advisor capacity, with opportunities for mentorship and growth under experienced leadership. Ideal candidates are motivated, client-focused, and eager to develop their skills in a collaborative and dynamic environment.

Salary Range: $80,000 - $90,000 / year DOE

Junior Advisor Responsibilities

Support senior advisors with client account management and assigned client tasks
Assist in building a client base and raising capital through relationship building
Execute trade operations, primarily in mutual funds, in a long-term, buy-and-hold strategy
Transition from a support role to a full advisory position, generating revenue and maintaining client satisfaction
Use systems such as LPL, Black Diamond, E-Money, and Redtail CRM to enhance client servicing
Provide operational support in onboarding and maintaining client accounts
Contribute to the firm's collaborative and entrepreneurial culture

Junior Advisor Requirements

Series 65 license or willingness to obtain it
2-3 years of experience in a client-facing role at a small RIA or bank
Strong communication, interpersonal, and technical skills
Confidence in utilizing financial technology system
Preferred background as an athlete or experience showcasing team collaboration and dynamic personality traits

Benefits

Competitive base salary with additional compensation tied to performance
Medical, dental, and vision coverage, with significant employer contribution
Flexible work schedule with opportunities for remote work
PTO policy with flexibility based on mutual trust
Growth opportunities to transition into a full advisory role while building your book of business

Apply Now!

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