Financial Advisor Job Order ID:
11538
Employment Type:
Permanent
Salary:
$100000-150000/Yr
Web Publication Date:
6/18/2026
Job Location:
Woodbury, New York/Remote United States 11797
Brief Description:
Our client is seeking an experienced Financial Advisor with a strong, established book of business to join their team in Woodbury, NY. Candidates must have assets to bring with them upon starting the job.
Position is based in Woodbury, NY, but can also be worked hybrid/remotely.
Job Function:
Job Summary: The ideal candidate will be responsible for managing and growing client relationships, delivering comprehensive financial planning, and providing tailored investment strategies that align with clients' goals.
Key Responsibilities: - Manage and expand an existing book of business through proactive client engagement and referrals
- Develop personalized financial plans, including investment, retirement, tax, and estate planning strategies
- Provide ongoing portfolio management and performance reviews
- Identify new business opportunities and drive asset growth
- Maintain a high level of client service and trust through regular communication
- Stay current on market trends, financial products, and regulatory requirements
- Ensure compliance with all industry rules and company policies
Job Requirement:
Qualifications: - Proven track record with a strong, transferable book of business (required)
- Previous experience as a Financial Advisor, Wealth Manager, or similar role
- Relevant licenses (e.g., Series 7, Series 63/65 or 66)
- Strong knowledge of financial planning, investments, and wealth management strategies
- Excellent interpersonal, communication, and relationship-building skills
- Self-motivated with a results-driven mindset
Preferred Skills: - Ability to work independently while contributing to a collaborative team environment
- Strong analytical and problem-solving skills
- High ethical standards and professional integrity
Compensation: Competitive compensation package including base salary, commissions, and performance-based incentives, commensurate with experience and book of business size.
#LI-JW1
#IND2
Contact Details:
Jack Wall, Senior Recruiter
jack@execsallied.com
(631) 533-9646
Financial Advisor Job Order ID:
11538
Employment Type:
Permanent
Salary:
$100000-150000/Yr
Web Publication Date:
6/18/2026
Job Location:
Woodbury, New York/Remote United States 11797
Brief Description:
Our client is seeking an experienced Financial Advisor with a strong, established book of business to join their team in Woodbury, NY. Candidates must have assets to bring with them upon starting the job.
Position is based in Woodbury, NY, but can also be worked hybrid/remotely.
Job Function:
Job Summary: The ideal candidate will be responsible for managing and growing client relationships, delivering comprehensive financial planning, and providing tailored investment strategies that align with clients' goals.
Key Responsibilities: - Manage and expand an existing book of business through proactive client engagement and referrals
- Develop personalized financial plans, including investment, retirement, tax, and estate planning strategies
- Provide ongoing portfolio management and performance reviews
- Identify new business opportunities and drive asset growth
- Maintain a high level of client service and trust through regular communication
- Stay current on market trends, financial products, and regulatory requirements
- Ensure compliance with all industry rules and company policies
Job Requirement:
Qualifications: - Proven track record with a strong, transferable book of business (required)
- Previous experience as a Financial Advisor, Wealth Manager, or similar role
- Relevant licenses (e.g., Series 7, Series 63/65 or 66)
- Strong knowledge of financial planning, investments, and wealth management strategies
- Excellent interpersonal, communication, and relationship-building skills
- Self-motivated with a results-driven mindset
Preferred Skills: - Ability to work independently while contributing to a collaborative team environment
- Strong analytical and problem-solving skills
- High ethical standards and professional integrity
Compensation: Competitive compensation package including base salary, commissions, and performance-based incentives, commensurate with experience and book of business size.
#LI-JW1
#IND2
Contact Details:
Jack Wall, Senior Recruiter
jack@execsallied.com
(631) 533-9646
