Wealth Manager

Job Title: Wealth Manager
Location: Melville, NY
Employment Type: Full-Time

Overview:
We are seeking a Wealth Manager to serve as a trusted advisor to individuals, families, and business clients. The ideal candidate will help clients build, manage, and preserve wealth through tailored financial strategies while fostering strong, long-term relationships.

Key Responsibilities:

• Develop and maintain relationships with high-net-worth individuals and business clients.

• Assess clients' financial goals, challenges, and risk tolerance to create personalized wealth strategies.

• Provide guidance on investment management, retirement planning, estate planning, tax-efficient strategies, and other wealth management services.

• Conduct regular portfolio reviews and adjust strategies to meet evolving client needs.

• Educate clients on financial concepts to enable informed decision-making.

• Grow and manage a client base while delivering exceptional service and support.

Qualifications:

• Bachelor's degree required.

• U.S. Citizen or Permanent Resident authorized to work in the United States.

• Ability to obtain necessary FINRA licenses (SIE, Series 7, Series 66).

• Strong interpersonal, communication, and relationship-building skills.

• Self-motivated, high integrity, entrepreneurial mindset, and commitment to professional growth.

What We Provide:

• Comprehensive training and mentorship programs.

• Access to state-of-the-art financial planning and investment tools.

• Marketing, branding, and business development support.

• Competitive compensation with a base draw, uncapped commissions, and asset-based renewals.

• Full benefits including 401(k) with match, defined benefit pension plan, health/dental/vision insurance, tuition reimbursement, and continuing education opportunities.

• Sponsorship for licensing exams (SIE, Series 7, Series 66).

Work Environment:

• On-site work in Melville, NY.

• Opportunity to make a long-term impact on clients' financial futures.