Wealth Advisor - Manhasset/Great Neck, NY
RG&T Solutions, Manhasset, NY, United States
The Wealth Advisor role involves building a personalized wealth management practice by understanding clients' short- and long-term financial goals and developing tailored strategies.
They collaborate with internal stakeholders and external partners to identify opportunities, grow existing relationships, and promote wealth management services such as financial planning, investment management, insurance, and estate planning.
Qualifications include active Series 7, 63, 65 (or 66) licenses, insurance licenses within 60 days, and a minimum of 2 years of financial advisory experience, preferably with high-net-worth clients.
The position is commission-based, with annual earnings typically between $105,000 and $250,000, depending on performance.
It offers competitive benefits, flexible hours, and a supportive, inclusive environment emphasizing client interests and professional growth.
Applicants must pass a background check before employment.
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They collaborate with internal stakeholders and external partners to identify opportunities, grow existing relationships, and promote wealth management services such as financial planning, investment management, insurance, and estate planning.
Qualifications include active Series 7, 63, 65 (or 66) licenses, insurance licenses within 60 days, and a minimum of 2 years of financial advisory experience, preferably with high-net-worth clients.
The position is commission-based, with annual earnings typically between $105,000 and $250,000, depending on performance.
It offers competitive benefits, flexible hours, and a supportive, inclusive environment emphasizing client interests and professional growth.
Applicants must pass a background check before employment.
#J-18808-Ljbffr