FORMER ATHLETES for Financial Advisor

Location: Newburgh, NY 12550

Role Overview

Fletcher Wealth Advisors is seeking a local financial advisor in the Newburgh area who brings a background in competitive sports. Many of our top performers are former athletes or coaches who value team spirit, the energy of competition, personal growth, and working toward meaningful goals. In this position you will access that environment again, with the backing of leaders dedicated to your success. Collegiate level athletic or coaching experience is preferred.

Role Description

As a certified Financial Planner, you will engage with clients to evaluate their financial needs, recommend suitable products and strategies, and help them establish long term financial security.

• Conduct financial needs assessments with prospective clients
• Develop customized financial strategies based on client goals and risk tolerance
• Present insurance products, investment solutions, and retirement planning options
• Build and maintain long term client relationships
• Attend industry training and professional development to stay current on products and regulations
• Utilize CRM systems to manage client data, appointments, and follow-ups
• Participate in weekly team meetings and training sessions

Ideal Qualities for the Role

• Highly Competitive
• Goal-Driven
• Disciplined
• Coachable
• Results-Oriented
• Energized by both personal wins and shared victories
• Have a track record of being an elite performer

What We Offer

• Elite Coaching: Direct training from proven leaders who know how to win and have a track record of developing other elite Advisors
• We cover the cost for all required licenses. We welcome applicants who are not yet licensed.
• Incentive Trips: Earn your way to destinations like Hawaii, the Bahamas, Punta Cana, Whistler, Marco Island, San Diego, and more
• Supportive Team: We have created a true team environment where we celebrate wins together and lift each other up when needed
• Performance-based compensation, giving you control over your earnings. The more you put in, the more you’ll get out