Financial Solutions Advisor Registration Candidate - Eastern Long Island Market

This role involves providing clients with comprehensive financial advice and customized solutions to help them achieve their financial goals. You will build financial plans, recommend banking and investment strategies, and identify new clients. This position requires obtaining industry licenses and may involve residential mortgage loan origination, subject to SAFE Act registration.

• Provide comprehensive advice and customized solutions to clients
• Build financial plans with brokerage products and money management solutions
• Recommend banking and investment strategies aligned with client goals
• Identify and engage potential new clients
• Obtain required industry licenses and complete trainings
• May be responsible for residential mortgage loan origination

• No visa sponsorship is available.

• Must be authorized to work without sponsorship.