Financial Planner

Entrepreneurship while making an impact.

This is a career shift that could change everything.

Things have changed in the past year, you’ve changed. You know your worth and are tired of working for someone else, being undervalued and micromanaged. You know that frustration you’re feeling? That inner voice telling you that your capable of more, to be bold, build something, make a difference in your community?

We understand this too and know that you can build a sustainable career with impact, it is possible and it’s happening throughout our firm. You can make a career move that may redefine the way you think about work and the legacy you leave. If this or the below information resonates with you, submit your resume for consideration into our selection process.

If you’ve considered starting a business, this may what you’re looking for.

As a Financial Representative, you will work with individuals, families, and small businesses to help them protect and grow their financial future. The work you do is valuable, impactful and aligns with the values that we both share.

• Make an impact on the community, people’s lives, and the communities you care for by providing paths to financial stability and peace of mind.
• Benefit from a Nationally recognized Training and Development program with a well-defined leadership path that integrates education, experiential learning, and mentorship.
• Experience the power of independence and flexibility – with the freedom to live the life you want to live.
• Working for yourself alongside other driven, competitive, hardworking people who support you being your best every day.

How will you build your business? You will…

• Receive personalized coaching and market (client) development resources as well as financial support for professional designations and certifications.
• Establish impactful networks in the community and learn how to authentically build referral connections.
• Develop and maintain long-term client relationships (our average client relationship is over 40 years.)
• Provide customized financial strategies and solutions through factfinding and holistic financial planning.
• Broaden and deepen your skillset through ongoing professional development and joint work – experiential learning.
• The opportunity to design your roadmap to leadership and specialized roles.

Who do you need to be?

• Dependable, consistent, full of integrity and honesty.
• Excellent communicator and relationship builder.
• A driven, independent, self-motivated, and goal-oriented person.
• Growth minded, coachable with strong desire for long term success.

Who we are:

• Unsurpassed Financial Strength, Financial Ratings the highest in any industry
• With 165 years of proven success, we stand as a trusted leader in the financial services industry
• Fortune’s 2025 Worlds Most Admired Companies, #1 in our class
• Top 5 Independent Broker-Dealer
• $400 million donated through the NM Foundation
• 455,000 hours donated toward Children’s Cancer Research
• A culture that promotes diversity, teamwork, work/life balance, recognition and rewards.

Job Type: Full-time

Pay: $60,000.00 - $140,000.00 per year

Benefits:

• Dental insurance
• Employee assistance program
• Employee discount
• Financial planning services
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Parental leave
• Professional development assistance
• Retirement plan
• Vision insurance

Ability to Commute:

• Farmingdale, NY 11735 (Required)
• Hybrid role