The Stefans Group is a financial planning firm working together with Summit Tax Advisors and Stefans Law Group PC to integrate all aspects of our client's financial lives. We offer 'One-stop shopping ...
New
Stefans Group
1 job near Columbus, OH
The Stefans Group is a financial planning firm working together with Summit Tax Advisors and Stefans Law Group PC to integrate all aspects of our client's financial lives. We offer 'One-stop shopping ...
New
Financial Client Relationship Associate Series 7 & 66 Required
Woodbury, NY • On-site
$175K/yr
Other
Posted 3 days ago
New
Job description
If you are the person who pays close attention to detail, and genuinely loves making people feel taken care of, you might be exactly who we are looking for.
You must be a trusted professional who strengthens client relationships, keeps details organized, and helps clients feel confident they are in good hands.
You are the person clients trust, creating a welcoming, professional experience where clients feel known, valued and cared for.
You must be passionate about developing long-term relationships including financial analysis, investment portfolio development, income tax planning, estate planning and overall client financial planning.
Job type: This is a fully in-office position with most client meetings on site.
You must hold valid FINRA Series 7 & 66 licenses.
Additional licenses: CFP, CPA or EA a plus
About Us:
The Stefans Group is a financial planning firm working together with Summit Tax Advisors and Stefans Law Group PC to integrate all aspects of our client's financial lives. We offer ‘One-stop shopping’ for our client's financial, tax, and financial-related legal needs. Visit us at www.StefansGroup.com to learn more about our company.
Advisor and Team Support
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Create customized financial plans for each client based on their life stage, professional circumstances, and fluctuating financial needs.
- Support income tax services and work flow especially during tax season.
- Support general administrative needs
- Support firm marketing needs
Qualifications:
- FINRA Series 7 & 66 a prerequisite
- Computer proficiency in Microsoft Office, CRM systems, financial planning software, and other tools is strongly preferred
- Tax preparation and accounting experience a plus
Compensation 75,000 + commission. Negotiable if transitioning an existing investment book of business.
Job Type: Full-time
Salary: Salary and commission expectation $ 125,000 - $175,000 commensurate with experience.