Financial Advisor

Financial Advisor

Riverhead, Eastport, and Southampton, NY

A leading credit union investment program is seeking a Financial Advisor to expand their growing wealth management presence across multiple well-established branches.

What’s In It For You:

Strong deposit base and highly engaged membership

Warm internal referrals and no competing advisors

Dual rep code and transition assistance for advisors bringing assets

Full operational support through an advisor-driven platform

Leadership highly focused on growing the investment program

What You’ll Need:

3+ years of experience as a Financial Advisor, Private Client Advisor, or Wealth Advisor

Active Series 7, 66 (or 63 and 65), and Life Insurance License

Passion for building client relationships and growing assets

A rare opportunity to step into an untapped market with strong leadership and support. Interested or know someone great? Let’s connect for a confidential conversation!