What are the responsibilities and job description for the Financial Advisor position at FINITETEK INC?
Job Title: Financial Advisor
Location: Woodbury, NY (Hybrid Remote)
Job Type: Fulltime Job
What Sets Us Apart
Dedicated Sales Execution Team: You’ll never go it alone. Our in-house sales professionals help drive results so you can focus on what matters most — your clients.
Tailored Compensation Packages: We offer customized earnings programs that align with your career goals and experience.
Lead Program: Our proven systems will help you gain access to qualified leads and build your book of business faster.
Accelerated Growth Program: Our Planning Associate Program empowers you to become a top-tier financial professional in just months.
Unmatched Resources: Access our Financial Planning Department, expert case design team, and in-house marketing specialists to support your success.
Flexibility and Freedom: Enjoy the ability to work from anywhere while building a meaningful, rewarding career.
Teaming Opportunities: Collaborate with other high-performing professionals through our structured teaming model to expand your capabilities and capacity.
Firm Culture: From events to ongoing development opportunities, we foster a culture of growth, inclusion, and community.
Your Role
As a key member of our firm, you will:
Deliver white glove service to a growing network of clients with diverse financial needs.
Leverage social media, networking events, and referral systems to expand your reach.
Offer a comprehensive range of financial planning services, from estate strategies to risk management and wealth accumulation.
Work closely with our planning team to develop customized solutions.
Obtain and maintain the necessary licenses to offer full-spectrum financial guidance.
What We’re Looking For
Minimum of 1 years in financial services, insurance, or a related professional field.
Confidence in handling objections and complex client discussions.
Entrepreneurial mindset with a passion for growth and business development.
Proven experience working with high-net-worth clients or family offices.
Interest in mentorship and leadership.
Strong interpersonal skills, client-first mentality, and a results-driven approach.
Benefits
401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Vision insurance
Supplemental Pay
Bonus opportunities
Commission pays.