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FORMER ATHLETES for Financial Advisor

Fletcher Wealth Advisors Newburgh, NY

17d ago

$68k - $112k/yr Full time Advisor Athletes Client Relations

Advisor Athletes Client Relations

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Job Description

A local Financial Advisor role in Newburgh, NY, onsite at Fletcher Wealth Advisors, requires a Certified Financial Planner designation and a background in competitive sports, with a salary range of USD 68,000 to 112,000 per year.

Responsibilities

Perform financial needs assessments for prospective clients
Create tailored financial plans aligned with client goals and risk tolerance
Present insurance options, investment solutions, and retirement planning avenues
Build lasting client relationships and provide ongoing service
Pursue ongoing industry training to stay current on products and regulatory changes
Use CRM tools to track client data, schedule appointments, and follow-ups
Attend weekly team meetings and training sessions

Requirements

Certified Financial Planner
Background in competitive sports

Technologies

CRM systems

Benefits

Elite coaching
License costs covered for all required credentials
Incentive trips to destinations such as Hawaii, the Bahamas, Punta Cana, Whistler, Marco Island, San Diego, and more
Supportive team environment
Performance-based compensation

Role Description

Perform financial needs assessments for prospective clients
Create tailored financial plans aligned with client goals and risk tolerance
Present insurance options, investment solutions, and retirement planning avenues
Build lasting client relationships and provide ongoing service
Pursue ongoing industry training to stay current on products and regulatory changes
Use CRM tools to track client data, schedule appointments, and follow-ups
Attend weekly team meetings and training sessions

Ideal Qualities for the Role

Highly competitive
Goal-driven
Discipled and focused
Coachable
Results-oriented
Energized by personal wins and shared victories
Proven track record as an elite performer

What We Offer

Elite Coaching: Direct training from proven leaders who know how to win and develop other top Advisors
License Coverage: We pay for all required licenses; applicants not yet licensed are welcome
Incentive Trips: Earn destinations like Hawaii, the Bahamas, Punta Cana, Whistler, Marco Island, San Diego, and more
Supportive Team: A true team environment that celebrates wins and supports one another
Performance-based Compensation: Earnings linked to your effort and results

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