Financial Advisor - Bethpage
3 weeks ago

Job summary
The Financial Advisor (FA) role is a three-year program with a forgivable draw for financial advisors or planners who will provide financial planning guidance & selling investment management solutions.This position involves reviewing financial goals and making investment recommendations aligned to the client's goals. The FA will serve as the central point of contact responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation preservation growth & protection.
Job description
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