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Entry - Level Financial Advisor
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- Financial Representative | Financial Advisor | Wealth Management Advisor
- Strive to understand clients' goals and visions to develop holistic financial solutions that optimally guide clients on a path to achieve financial security and success long-term using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits.
- Located in NYC Metropolitan - Westchester County, NY - Fairfield County, CT area OR planning to move to these locations imminently
- Entrepreneurial ambitions, results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the ethical desire to help others plan for and protect their financial futures
- Sponsorship and support for insurance licensing, SIE, Series 6, Series 63, CFP, and more
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