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Investment Counselor

David Lerner Associates, Inc.
Syosset, NY Full Time
POSTED ON 4/26/2026
AVAILABLE BEFORE 5/25/2026
David Lerner Associates has been in business since 1976 and has now grown to more than 185 employees and 5 locations. The success of our company is the direct result of staying the course. Our mission is to educate the public on our sensible middle ground investing strategy to build and preserve assets. We are focused, driven and truly believe in what we do.

Our successful business model was implemented to cater no only to clients, but to create an environment where employees feel valued and love to come to work. We have large company benefits and perks with a small company feel. We have instituted numerous employee engagement practices such as Employee Appreciation Day, professional development, referral bonus program, promotion from within, service awards, and much more.

YOUR SUCCESS IS OUR GOAL!

How much money do you want to earn? At David Lerner Associates, the average income of Investment Counselors with 2 years experience is $213,578.

When you work at David Lerner Associates, two things are absolute: Your earnings potential is unlimited..and youll be working with an investment firm committed to helping you achieve your career goals.

Career Opportunity Requirements

Excellent interpersonal and communication skills

High degree of self-confidence

Diligent, hardworking and able to work independently

Ambitious, motivated and goal oriented

Apply via https://www.davidlerner.com/careers through our career section or email resume directly to sharon.schmutter@davidlerner.com

Benefits Of Working At David Lerner Associates

$213,578 per year average earnings after 2 years

Commissions PLUS incentive bonuses; unlimited financial potential

**Fully paid licensing sponsorship for required securities and life & health licenses**

Comprehensive family medical plan, dental, vision, life, AD&D, and long term disability insurance; 401(k) with matching contributions; FSA, HRAs and more!

Comprehensive marketing support including radio, print, direct mail and online advertising.

Participation in prospecting events including seminars and trade shows

In-depth sales training program

Member FINRA & SIPC / Equal Opportunity Employer

Corporate Headquarters: Syosset, New York

Branch Offices: White Plains, New York; Lawrenceville, New Jersey;

Westport, Connecticut; and Boca Raton, Florida

Job Type: Full-time

Pay: From $5000 per month

Salary : $213,578

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