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Job Details

Financial Advisor

Company name
STEFANS LAW GROUP PC

Location
, NY, United States

Employment Type
Full-Time

Industry
Accounting, Legal

Posted on
Nov 23, 2024

Valid Through
Mar 08, 2025

Profile

Summit Advisors of Long Island Inc. is a financial planning firm working together with Summit Tax Advisors and Stefans Law Group PC to integrate all aspects of clients’ financial life. We offer ‘One stop shopping’ for clients, financial, tax and legal needs. Visit us at www.SummitAdvisorsLongIsland.com to learn more about our company



We seek a financial advisor with a proven track record of establishing and servicing investment portfolios. This salaried plus commission position is an opportunity for the advisor to grow his/her own book of business with Cetera Advisor Networks LLC, an independent B/D



Qualifications:



2 years + investment services experience with a proven record of establishing an investment portfolio book of business



Finra Series 7 and 66 or equivalent



NYS Life and Health Insurance License



CFP a plus



Website and Social Media marketing skills and experience



Duties and Responsibilities



Develop and present financial plans and proposals to prospective clients



Identify additional investment, tax and Elderlaw opportunities with existing clients



Compose marketing material for social media, newsletters, marketing flyers and advertising



Provide investment services to existing clients



Compensation and Benefits



Salary and commission commensurate with experience and established book of business



Medical Insurance, deferred compensation plan, standard holiday and vacation program



Company info

STEFANS LAW GROUP PC

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