Center for Wealth Preservation, LLC is a women-owned boutique firm that provides personalized financial advice and white glove service. As a Financial Advisor, you will deliver tailored financial planning services to clients while leveraging various networking strategies to expand your reach and grow your client base.
Responsibilities
- 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
Skills
- 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
Benefits
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Vision insurance
- Bonus opportunities
- Commission pay
Company Overview
We specialize in building & protecting wealth for individuals, families, & businesses. It was founded in 2004, and is headquartered in Syosset, New York, USA, with a workforce of 51-200 employees. Its website is https://cwpmetro.com/.
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