Financial Advisor

Posted 2 days ago

titus talent strategiesNew York (NY)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Senior

SALARY

$75,000

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About the role

Financial Advisor – Keep What YOU Build | Long Island, NYTitus Talent Strategies is retained by a boutique, family-run wealth management and financial planning practice on Long Island to find their next Financial Advisor. This firm serves entrepreneurs, business owners, and high-net-worth/family-office clients across the tristate area, manages roughly $500M in AUM, and runs on EOS/Traction — so you'll join a team with clear structure, real accountability, and a genuine growth plan (not just a title).What makes this different: Whether you're bringing an established book or you're ready to build one from scratch — book or no book, you keep what you build. This firm has a structured 3-6-9-12 month training program and hands-on mentorship designed to get you producing, not just licensed.

The role: Build and grow your own client book with direct mentorship from experienced advisors Access to a firm-wide network of high-net-worth and business-owner relationships Target: $5–10M in AUM in year one, with a clear runway beyond that

Compensation: $75,000 base salary, paid quarterly Uncapped commission from day one — no ceiling on what you earn as your book grows, whether you're bringing one or building one

What you need: Active Series 7 and 66 licenses Drive, coachability, and a genuine "hungry to learn and grow" mindset Comfort working in a small-team, high-accountability environment

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.