Financial Advisor - New York at Strategies for Wealth, Jericho, Manhattan or Post Chester, NY

Posted: 07/31/18 | SHARE:

Description:

Looking for a motivated, entrepreneurial, self-starter to join successful financial services firm in sales capacity to develop & manage client relationships in personal and business marketplaces.

Candidates need not have a financial or sales background, but significant business experience is a plus and a track record of success mandatory. Potential candidates should also possess a substantial natural market and have highly effective personal skills. A positive self-image and attitude toward life are highly desirable. Candidates will be based in one of our three New York Offices.

About Strategies for Wealth

Strategies for Wealth is a comprehensive financial services firm, with offices in Manhattan, Westchester and Long Island, Providence, RI, that is able to offer individuals, as well as small or medium-sized businesses, something very few firms can – a 360 degree view of their financial world. Our diversified staff of over 170 financial professionals, with a support team of over 100, offers clients investment services and estate, insurance and retirement planning. Strategies for Wealth offers a vibrant, energetic environment and is considered the absolute best by industry peers – the benchmark by which other firms measure themselves.

  • We are THE leading agency of The Guardian Life Insurance Company of America

  • 5-year retention rate for new associates is 70% versus the industry average of 13%

  • $7 Billion in Assets Under Management

  • $44 Billion of Life Insurance in force

  • 60,000 clients

  • Winner of Guardian's President's Cup Award (most prestigious award you can receive at The Guardian) - 2003, 2009, 2013, 2016, and 2018

  • GA Emeritus, Ron Rosbruch, was inducted into the GAMA Hall of Fame

STRATEGIES FOR WEALTH

Strategies for Wealth is a comprehensive financial services firm, with offices in Manhattan, Westchester and Long Island, that is able to offer individuals, as well as small or medium-sized businesses, something very few firms can – a 360 degree view of their financial world. Our diversified staff of over 150 financial professionals, with a support team of over 100, offers clients investment services and estate, insurance and retirement planning. Strategies for Wealth offers a vibrant, energetic environment for young professionals and is considered the absolute best by industry peers – the benchmark by which other firms measure themselves. Our 5-year retention for new associates is 70% versus the industry average of 13%!

To apply

Submit resume adn cover letter to Christina Di Grandi at christina_digrandi@strategiesforwealth.com

 

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