Financial Advisor

Financial Advisor Women-Owned Boutique Firm | High Touch Experience | White Glove Service |From $80,000 to $250,000 per year Job Description About Us: At the Center for Wealth Preservation (CWP), we deliver more than just financial advice; we provide white glove service rooted in personalized attention, top-tier support, and a boutique approach. As a women-owned firm managing over $2.3 billion in assets under management, we combine a deep commitment to client success with modern resources and open architecture to give our advisors the freedom and flexibility they need to thrive. What Sets Us Apart: * Dedicated Sales Execution Team: You'll never go it alone. Our in-house sales professionals help drive results so you can focus on what matters most - your clients. * Tailored Compensation Packages: We offer customized earnings programs that align with your career goals and experience. * Lead Program: Our proven systems will help you gain access to qualified leads and build your book of business faster. * Accelerated Growth Program: Our Planning Associate Program empowers you to become a top-tier financial professional in just months. * Unmatched Resources: Access our Financial Planning Department, expert case design team, and in-house marketing specialists to support your success. * Flexibility and Freedom: Enjoy the ability to work from anywhere while building a meaningful, rewarding career. * Teaming Opportunities: Collaborate with other high-performing professionals through our structured teaming model to expand your capabilities and capacity. * Firm Culture: From CWP Cares events to ongoing development opportunities, we foster a culture of growth, inclusion, and community. Your Role: As a key member of our firm, you will: * Deliver white glove service to a growing network of clients with diverse financial needs. * Leverage social media, networking events, and referral systems to expand your reach. * Offer a comprehensive range of financial planning services, from estate strategies to risk management and wealth accumulation. * Work closely with our planning team to develop customized solutions. * Obtain and maintain the necessary licenses to offer full-spectrum financial guidance. What We're Looking For: * Minimum of 1+ years in financial services, insurance, or a related professional field. * Confidence in handling objections and complex client discussions. * Entrepreneurial mindset with a passion for growth and business development. * Proven experience working with high-net-worth clients or family offices. * Interest in mentorship and leadership. * Strong interpersonal skills, client-first mentality, and a results-driven approach. Why Choose CWP? * Backed by MassMutual and MML Investors Services, a Fortune 100 company with over 175 years of experience. * Access a true open architecture platform, empowering you to recommend the best solutions for your clients. * Work at a boutique-style firm with the resources and backing of an industry giant. * Uncapped commission potential, bonuses, and transition support for experienced advisors. * A culture that values independence, flexibility, and purpose-driven impact. Ready to Make an Impact? If you're an ambitious, service-oriented professional looking to elevate your career in financial services, we invite you to become part of a firm that prioritizes people, performance, and purpose. Join CWP - where you can build a legacy while helping others preserve theirs. Job Type: Full-time Pay: $80,000.00 - $230,981.00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Flexible schedule * Health insurance * Vision insurance Supplemental Pay: * Bonus opportunities * Commission pay Work Location: Hybrid remote in Hauppauge, NY 11788

Created: 2025-12-18