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The Quintessential Experience
Hauppauge, NY | Full Time
$139k-161k (estimate)
3 Months Ago
Financial Professional
$139k-161k (estimate)
Full Time 3 Months Ago
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The Quintessential Experience is Hiring a Financial Professional Near Hauppauge, NY

Job Title: Financial Professional/Financial Advisor
Pay and Benefits:
$60,000.00 - $128,000.00 per year
Benefits: 401(k), 401(k) matching, Dental insurance, Disability insurance, Employee assistance program, Flexible schedule, Health insurance, Life insurance, Professional development assistance, Referral program, Retirement plan, Tuition reimbursement, Vision insurance
Supplemental Pay: Bonus pay, Commission pay
Job Description

Financial Advisor | Investment Advisor Representative| Financial Representative| Managing Associate | Financial Professional

Entry Level, Career Changer or Experienced Agent/Advisor

Ready to take your career and life to new levels of purpose, pride and satisfaction?

Are you looking for a career that will leverage your years of work experience, provide you with the freedom to control your schedule and your income, while making a profound impact in the lives of your clients and your community? As a Financial Services Representative, you will work directly with individuals, business owners, and families to help them secure their financial futures.

Discover a career in a high growth industry that can’t be offshored or outsourced.

By joining TQE Financial, you can be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results.

We are growing our team of Financial Professionals in Long Island, NY currently looking for talented individuals interested in the financial field to join our team. Must be a driven, entrepreneurial-minded, college student or graduate majoring in Financial/Business, desiring a Management Career Path in the surrounding New York.

Be a part of our winning team, which includes experienced in-house specialist advisors; for you to learn from, collaborate with and partner in meeting the needs of your clients, in areas such as Fee Based Wealth Management, Estate Planning, Business Planning and Financial and Retirement Planning.

License reimbursement, training, and on-going education provided.

Competitive compensation and a full benefits package for qualified individuals.

Who should consider this career?

We provide the resources, support and one-on-one training to help you leverage your prior experience in law, banking, sales, marketing, accounting, management, finance, real estate, mortgage and business development.

However, we have successful advisors that have come from all walks of life, including but not limited to: teachers, lawyers, business owners, engineers and military returning to civilian life.

It is important to also have excellent communication skills, a strong work ethic, and desire to succeed.

To Learn More, Contact us or Visit Our Websites:

TQEfinancial.com

About TQE Financial - The Quintessential Experience in Financial Services

Here at The Quintessential Experience in Financial Services, we are dedicated to the pursuit of helping with the protection, preservation and growth of our clients' assets.

One of the most important aspects of any relationship is communication. As your financial professionals, we believe in "Putting People First". We are here to listen to you...placing a great deal of emphasis on making sure that you are involved in, understand and support the process by which we address your overall needs.

Benefits:

Dental insurance
Flexible schedule
Health insurance
Health savings account
Life insurance
Professional development assistance
Referral program
Retirement plan

Vision insurance

Schedule:

Flexible

Supplemental Pay:

Bonus pay

Commission pay

Education:

Bachelor's (Preferred)

Experience:

Sales: 3 years (Preferred)

Business development: 3 years (Preferred)

Work Location:

One location

Paid Training:

Yes

-

A list of the screening questions you would like for each job:
  • This position will require you to have a Life and Health insurance
License to start. We will provide you where to go to get licensed.
The Series 7 and Series 66 are not required but are highly
recommended
  • It is required to live in the United States.

Job Summary

JOB TYPE

Full Time

SALARY

$139k-161k (estimate)

POST DATE

02/15/2023

EXPIRATION DATE

05/12/2024

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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.

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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.

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