19 Financial Professional Jobs in White Plains, NY
The Legend Group is Hiring a Financial Professional Near White Plains, NY
The Legend Group has a new and exciting opportunity available for Financial Professional(s) located in White Plains, NY.
If you have an entrepreneurial spirit, a passion to grow your own business, and enjoy helping people reach their financial goals, then perhaps this is the opportunity you’ve been waiting for.
For 50 years, The Legend Group has been helping investors to work toward their financial goals. Legend is a full-service investment planning firm whose financial professionals offer a wide variety of retirement plan accounts, investment advisory services, college savings plans, insurance products and non-qualified investments.
The successful candidate will have the opportunity to service new potential clientele in current 403(b) and 457 payroll slots that include a large pool of potential clients.
The candidate will be provided with leadership, guidance, training and support and has the option to work out of the current office spaces in the various New York locations. Compensation flexible and commensurate with experience.
We are looking for individuals who:
- Possess a self-starter, entrepreneurial spirit with a deep desire to take ownership of their own business
- Have a passion for helping others achieve their financial dreams
- Are willing to put the best interest of their clients above their own
- Enjoy building lasting friendships with like-minded Financial Professionals
- Are willing to make a commitment to walk hand-in-hand with their clients through their life’s journey
- Will make a commitment to keep growing in their quest to be the best Financial Professional they can possibly be
Desired Skills and Experience:
- 2-4 yrs. financial sales experience preferred
- Bachelor’s degree or equivalent experience in business, finance, sales, marketing or related field
- Ability to build and manage client relationships
- Excellent written and oral communication skills
- FINRA Series 7 and 66 preferred
- FINRA Series 6, 63 and 65 may be considered for exceptional candidates
- State insurance license
Job Summary
Full Time
$111k-135k (estimate)
04/26/2024
05/14/2024
PETAL, MS
50 - 100
2016
ANTHONY WITTIG
<$5M
Transportation
Related Companies
The following is the career advancement route for Financial Professional positions, which can be used as a reference in future career path planning. As a Financial Professional, it can be promoted into senior positions as a Financial Associate (Corporate) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Professional. You can explore the career advancement for a Financial Professional below and select your interested title to get hiring information.
If you are interested in becoming a Financial Professional, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Professional for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Professional job description and responsibilities
A financial advisor provides financial advice or guidance to customers for compensation.
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A financial advisor can be distinguished from an execution stockbroker that simply places trades for clients or a tax accountant who simply prepares tax returns without providing advice on how to maximize tax advantages.
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A financial advisor can also be a financial planner or provide financial planning as part of their repertoire of services.
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Financial advisors may run their own firm or they might be part of a larger office or bank.
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A financial advisor can offer tips on buying a car, saving for college, and refinancing a home mortgage.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Professional jobs
A wide variety of other licenses and certifications may be required depending on the services provided by a given financial advisor.
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To become a financial advisor, one first needs to complete a bachelor's degree.
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To use the CFP designation from the Certified Financial Planner Board of Standards, an advisor must complete a lengthy education requirement, pass a stringent test and demonstrate work experience.
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Many financial advisors, whether they already have professional degrees or not, go through certification programs for more training.
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Many financial firms also require a certain minimum GPA cut-off for new graduates, meaning that excellent grades are a must.
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Step 3: View the best colleges and universities for Financial Professional.
