Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential that will impact your community?

Looking for a motivated, entrepreneurial, self-starter to join successful financial services firm in a sales capacity to develop & manage client relationships in personal and business marketplaces.

Candidates need not have a financial or sales background, but significant business experience is a plus and a track record of success mandatory. Potential candidates should also possess a substantial natural market and have highly effective personal skills. A positive self-image and attitude toward life are highly desirable. The candidate will be based in our Rye Brook Office or the home office in Lower Manhattan.

Self-motivation and willingness to network, generate leads and seize opportunities.

Desire to continue to learn constantly, keeping up on new industry trends and researching the market to back up financial consulting decisions.

Ability to see the big picture, including overseeing the course of the financial plan and updating it if necessary.

Exceptional communication skills needed to liaise with providers, vendors, and other professionals

WE ARE STILL HIRING THROUGHOUT THIS COVID-19 CRISIS!!!!