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Job Title: Wealth Manager Salary: BOE / Yearly
Location: New York, NY Type: Full-Time
Zip Code: 10036

Description:

In today?s world of wealth management and investing for your clients, the trend is providing comprehensive financial planning for your clients. When you become a financial planner, you have the opportunity to cross-sell risk management products and estate planning, as well as charge a fee for your services.

Through MML Investors Services, we are a broker-dealer and registered investment adviser that offers securities and investment advisory, managed money accounts run by some of the best money managers, a variety of brokerage accounts, direct participation programs, and retail mutual funds. Through access to resources such as our eMoney program, you will be able to better manage and expand your ?book of business?, by better understanding your clients? overall financial situation. The system offers a consolidated way to acquire customer data, manager contacts, be proactive in anticipating client financial needs through in-depth gap analysis, evaluate cross-selling opportunities, and provide clients access to their important information in one convenient location.

Founded in 1985, we are one of the leading firms in New York to provide expert personal, business and corporate planning and financial strategies. The services we provide include investments, estate analysis, insurance planning, pensions, retirement and tax reduction strategies. Our award-winning organization has been a leading financial firm nationwide, an indication of our high standards, outstanding sales production and rapid growth. We offer up to an 82.5% payout rate in addition working in a supportive and ethical environment. Experience the opportunity to bring your clients to a luxurious, hi-tech office located on Fifth Avenue near Bryant Park & Grand Central.

Only candidates with a successful track record, competitive edge and a drive to be the best, while acting in the most ethical manner, need apply. If you have the potential, Cowan Financial will provide you with the training and tools to ensure a solid foundation to build a successful practice. In this entrepreneurial, consultative sales position, your responsibilities will include lead generation, managing client accounts, implementing marketing plans and designing solutions to help meet your clients' needs. You will have access to established agency resources and alliances with tax attorneys, estate planners and other specialists. You must be willing to build your own business through sales, direct marketing, and other avenues, but we're here to help!

Compensation/Benefits: Just as you help your clients achieve financial success, we are here to help you. This is a revenue sharing, commission-based career (with an additional stipend for the first three years). We also offer the following benefits: Medical, Dental and Vision Coverage, Life Insurance & Disability Benefits, Total Retirement Savings Programs w/ Matching, Adoption Assistance, Tuition Reimbursement and Flexible Spending & Health Savings Accounts.

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