ROCKLAND COUNTY, NEW YORK.

My independent firm of two financial planners, one insurance specialist, and two support staff is seeking a tech savvy financial planner to join the growing practice.

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Our philosophy entails helping families generate a lifestyle sustaining income that they can never outlive, making it a multi-generational model. This in turn requires the permanent protection of purchasing power, which then necessitates the use of diversified global equity investing... regardless of the client's age. This counter cultural approach to retirement planning requires the candidate have strongly held conviction about giving clients what they need, rather than what they want, and engaging the client in education, perspective building, and behavioral coaching as the primary ongoing service.

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If you consider yourself one of Nick Murray's Spartans, it's an excellent sign we'd be a good match. Let me know if you have an interest.

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We have a paraplanner who works remotely per project or as needed

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Our focus is behavior based retirement income planning to mass affluent families. We have a strong and ongoing lead source and more opportunities than we can handle.

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Hello everyone!

I was wondering what job positions I would be able to apply for once I finish my degree for BA Healthcare Administration?

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If you are interested in learning more please drop me a DM.
NY based is preferred but open to fully remote too.

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Apple

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This is a great idea.

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Hi everyone, need some advice.
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For a candidate with 12+ years of experience what would be an appropriate compensation structure (base plus commission %)
Thank you in advance for your help.

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