Financial Advisor
10 days ago
$75000–$200000 yearly
Full-time
Melville
AEGIS CAPITAL – FINANCIAL ADVISOR
About Us:
Aegis Capital Corporation is a full-service wealth management financial services firm founded in 1984. Aegis offers its investment representatives a conflict free service platform and is able to provide a full range of products and services including investment banking, wealth management, insurance, retirement planning, structured products, private equity, alternatives, equity research, fixed income and special purpose vehicles. We are expanding our team and seeking motivated individuals who are passionate about helping clients reach their financial goals.
Job Description:
As a Financial Adviser, you will work closely with clients to assess their financial needs, develop customized plans, and provide recommendations on investments, retirement planning, and risk management alongside a senior representative. You will build and maintain strong relationships, educate clients on financial products, and help them navigate their financial journey with confidence.
Key Responsibilities:
● Develop and implement personalized financial plans for clients
● Provide guidance on investments, insurance, and retirement planning
● Build and maintain long-term client relationships
● Stay informed about market trends and financial products
● Conduct financial reviews and adjust plans as needed
Qualifications:
● Bachelor’s degree in finance, business, or a related field (preferred but not required)
● Experience in financial advising, sales, merchant cash advance (MCA), solar sales, or customer service (preferred but not required)
● FINRA Series SIE, 6, 7, 63,65 or 66 licenses & Life/Health Insurance (or willingness to obtain)
● Strong interpersonal and communication skills
● Self-motivated with a results-driven ambitious mindset
What We Offer:
● Competitive compensation (salary + bonus)
● Comprehensive training and highly accelerated mentorship program
● Licensing assistance and continued education opportunities
● Career growth opportunities within a dynamic industry
If you are passionate about financial planning and enjoy helping clients, we would like to hear from you.
Job Type: Full-time
