Financial Advisor / Wealth Manager/ Investment Advisor 

$30 p/h + Commission & Benefits

201-500 employees - Financial Services

Melville, NY (Be within 30 miles from 11747 NYC)

Call Jazmyn for more information and to schedule an interview - (516)951-0756 .  Leave a voicemail!

The Role

Are you ready to embark on an exciting journey in the financial industry? Do you have a keen interest in financial markets and a drive to excel in your career? If so, we have an exciting opportunity for you.

Aegis Capital, a trusted provider of financial services since 1984, is seeking self-motivated and hard-working individuals for our Investment Advisor/Wealth Manager Program based in Melville, NY. As a Licensed Representative, you will learn to develop the skills and knowledge needed to succeed in the fast-paced world of Managing Assests. We offer flexible employment structures that empower our consultants to work in a manner that aligns with their personal preferences while delivering exceptional service to our clients.

Key Responsibilities (For Licensed Series 7, 63. 65, 66)

• Assist senior brokers in conducting research and analysis.
• Build and maintain relationships with clients, providing them with personalized investment advice and recommendations.
• Execute trades and manage client portfolios under supervision.
• Stay updated on market trends and developments.

The Company

Aegis Capital Corporation “Aegis” has been in business for almost 40 years catering to the needs of private clients, institutions and corporations. Aegis was founded in 1984 and offers its investment representatives a conflict free service platform and is able to provide a full range of products and services including investment banking, wealth management, insurance, retirement planning, structured products, private equity, alternatives, equity research, fixed income and special purpose vehicles.

The Benefits

• Full sponsorship and paid studying/testing. (For Licensed Series 7, 63)
• Referral program.
• Bonus and commission pay.

* other Aegis benefits: we have investment banking and lending, individual sales, financial Advisory fee-based opportunities, broker and real estate investment trusts, global wealth management, military friendly (Army, Navy, Marines, Air Force and veterans) business and entrepreneur telemarketing style, Series 7, Series 6, Series 63, Series 66. This is available to all employees.

The Person

• Previous banking or lending experience is preferred.
• Previous experience in similar role, such as financial advisor or investment consultant.
• Knowledge of financial markets, investment products, and trading strategies.
• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving abilities.

Experience in the following fields a major plus: MCA (Merchant Cash Advance), Sales, Brokers, Collections, Coin Brokers, Solar Sales, Pre-Ipo, Prive Placement,  Estate Planning, Lending, Telemarketing, Banking, Real Estate, Agents/Brokers, Life and Health Insurance, Property and Casualty Insurance, Wealth Management, Registered Representatives, Financial Advisors, Investment Advisors, RIA's, Fiduciaries, Certified Financial Planners (CFP's), Financial Planners, Financial Consultants, Import Brokers, Pharmaceutical Sales, Independent Contractors, Military and Veterans (Army, Navy, Air Force Marines, Coast Guard) etc. 

Seasoned Brokers and Investment Advisors are also welcome for an interview for placement. 

Join our team of dedicated professionals and seize the opportunity to shape your future in the exciting field of the Investment Industry. Apply today and unlock your potential!

Brokerage and investment advisory services are offered through Aegis Capital Corporation, a member of FINRA <https://www.finra.org/#/> and SIPC. <https://www.sipc.org>

Please use this link to view Aegis Capital Corp Risk Disclosures and Form CRS (Customer Relationship Summary) <https://www.aegiscapcorp.com/disclosures/>.

Contact information

Frank Giacalone