New York Licensed Financial Professional

Job Summary

A company is looking for a Salaried Financial Professional for the Premier Team.

Key Responsibilities

• Establish and maintain relationships with clients by delivering value through proactive communication
• Serve as a single point of contact to address client needs and validate investment decisions
• Identify new opportunities and assist clients with transactions as appropriate

Required Qualifications

• Bachelor's degree or equivalent relevant industry experience
• FINRA Series 7, 63, and 65 licenses (or equivalent), and Life Insurance Licenses
• 6-8 years of sales experience