Job Description

Job Description

Financial Advisor Trainee – Build a Business, Not Just a Book

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Port Jefferson, Long Island, NY | In-Office

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100% Commission | Uncapped Earning Potential

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The Opportunity

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BrokerHunter is conducting a confidential search on behalf of an independent financial services firm in Port Jefferson, Long Island seeking ambitious professionals who want to build a long-term career as a Financial Advisor .

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This is an in-office opportunity designed for someone who wants to learn the financial services business, develop client relationships, and ultimately build a business of their own.

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You do not need an existing book of business, millions of dollars in AUM, or 10 years of financial services experience.

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What you do need is ambition, discipline, strong relationship-building skills, and the desire to learn how to build a business.

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Build Relationships First

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The opportunity goes beyond simply finding assets to manage.

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Advisors learn how to identify a variety of financial needs within their network and connect clients with appropriate solutions and resources, including:

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• Investment management
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• Retirement planning
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• Estate planning
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• Tax strategies
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• Life and other insurance
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• Commercial financing
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• Private equity and alternative investments
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• Business planning
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The goal is to build long-term client relationships and develop a business that can grow beyond a traditional AUM-only practice.

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Who We're Looking For

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This is a trainee-level opportunity , so previous financial services experience is helpful but not required .

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Candidates may come from backgrounds such as sales, banking, insurance, real estate, business development, entrepreneurship, hospitality, professional services, or other relationship-driven careers.

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Successful candidates will be:

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• Ambitious and entrepreneurial
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• Comfortable developing new relationships
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• Coachable and willing to learn
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• Self-motivated and disciplined
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• Interested in building a long-term career in financial services
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• Able to work in-office in Port Jefferson, Long Island
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Training & Support

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Our client provides:

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• Structured training and mentorship
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• Licensing guidance and support
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• Investment and portfolio-management education
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• Access to experienced financial professionals
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• Estate- and tax-planning resources
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• Insurance capabilities
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• Commercial financing resources
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• Private equity and alternative investment opportunities
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• A platform designed to support your business as it grows
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Compensation

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100% Commission | Uncapped Earning Potential | Recurring Revenue

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This is an entrepreneurial opportunity rather than a traditional salaried position.

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Your income is tied directly to the relationships and business you develop. As your capabilities grow, you'll have the opportunity to develop multiple revenue streams and recurring income.

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Start With No Book. Build One. Then Build a Business Around It.

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You may be starting with zero clients. That's okay.

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You'll receive support to learn the business, develop your skills, pursue the appropriate licenses, and understand how to build and serve a client base.

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This opportunity is designed for someone who wants to build relationships, help people, control their earning potential, and create a business of their own within the financial services industry.

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Location: Port Jefferson, Long Island, NY

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Work Arrangement: In-Office

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• Interested candidates are encouraged to apply now!
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Job Tags

Traineeship, Work at office

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