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    • Financial Planning Expert Partner - HUNTINGTON STATION - beBee Careers

    beBee Careers
    beBee Careers HUNTINGTON STATION

    1 week ago

    Default job background
    Full time

    Job title: Financial Consultant Partner

    Description

    About the Role:

    ","
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    • Servicing high net worth clients and supporting senior financial consultants in managing and growing affluent wealth management practices.
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    Key Responsibilities:

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    • Delivering exceptional client service and providing personalized financial advice to meet their needs.
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    • Maintaining accurate and up-to-date client information using internal CRM tools.
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    • Collaborating with senior financial consultants to develop business opportunities and grow client relationships.
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    • Providing mentorship and support to new team members, promoting a culture of professional growth and development.
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    Requirements:

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    • A valid and active Series 7 license (license may be obtained under a condition of employment through Branch Network Licensing Program).
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    • A valid and active Series 66 (63/65) license (license(s) may be obtained under a condition of employment).
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    • At least 3 years of experience in the financial services industry, with a proven track record of handling multiple tasks simultaneously and prioritizing effectively.
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    Benefits:

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    • A competitive benefits package that includes health, dental, and vision insurance, 401(k) with company match, and employee stock purchase plan.
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    • Paid time off for vacation, volunteering, and sabbatical leave after every 5 years of service for eligible positions.
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    What You'll Get:

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    • Professional growth and development opportunities, including training and mentorship programs.
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    • A collaborative and supportive work environment that encourages teamwork and innovation.
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    Apply Now:

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