Financial Advisor
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