Registered Financial Advisor in New York, New York at RBT

• New York: Mineola, Dutchess County, Orange County
• New Jersey: Red Bank
• Florida: Aventura, Boca Raton, Bonita Springs

• Active SIE, Series 7, and Series 66 (or Series 63/65) required.
• Minimum 3 years of financial advisory or brokerage experience.
• Existing book of business of $200,000+ required.
• CPA/CFP is a plus.
• Strong client relationship and business development skills.
• Excellent communication and interpersonal skills.
• PUBLIC ACCOUNTING EXPERIENCE IS REQUIRED

• Manage and grow an existing book of business.
• Develop and maintain strong client relationships.
• Provide financial planning and investment advisory services.
• Develop new business opportunities through firm-provided warm leads.
• Work with the tax and wealth management teams to provide comprehensive solutions.

Benefits:

• Retirement plan with company contribution
• Paid holidays, vacation, and sick leave
• Medical, dental, and vision insurance options

All conversations are confidential.