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Lead Advisor - Exciting Opportunity to Drive Financial Success at J. Pink Associates, Inc.
Employer
Kestra Financial Independent Advisor
Salary
$80k-$100k (estimated pay)
Location
Wappingers Falls, NY
Employment Type
Full-time
Сategory
Financial Advisors
Description
Exciting opportunity for a Lead Advisor to join J. Pink Associates, Inc. A dynamic role offering growth potential and performance-driven compensation!
Qualifications
  • Series 7 and 65/66 license required
  • CFP, CPA, CFA, or ChFC preferred
Responsibilities
  • Develop new relationships and sales opportunities
  • Consult with clients on investment strategies
  • Identify sales and retention opportunities

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