Awarded best workplace on Long Island in 2020, 2021, and 2022. We are looking for energetic, personable, and reliable candidates to fill an entry-level position that offers room for growth and a promising career outlook. You will work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual income, financial goals, and other factors contributing to wealth management. If...
We are seeking determined, personable, and outgoing individuals to fill a Sales Agent position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, life insurance, estate planning, debt and investment management, retirement planni...
