$75MM AUM | $1MM GDC in
Hauppauge, NY

Are you tired of building a financial planning practice in a broker dealer that is managed to its least common denominator? You and your clients deserve better.

WizdomFinancial Advisors LLC part of the WizdomOne Group Family of Companies, located in Islandia, NY is seeking independent minded Financial Advisors to join our growing team!
Build your practice, your way with our progressive suite of technology resources and tools. We are looking for experienced financial advisors already working with or looking to specialize working with business owners, professionals, and executives that focus on a personalized and comprehensive approach to their clients’ overall financial wellbeing. Build your own practice while making an impact on the lives of your clients, their families and employees, and your community.

Backed by the full resources and strength of the WizdomOne Group Family of Companies, our financial advisors are equipped to provide their clients with a full spectrum of products and services our companies have to offer. We built the WizdomOne Group family of companies believing in the fundamentals of one concept. A common-sense concept, that unfortunately in our industry is not common practice. You can serve your clients in a more meaningful way working independently for them and yourself instead of working under captive insurance and financial companies.

Qualifications

• Strong compliance record in prior position(s)
• A strong, robust network and connections in the Long Island with a focus on business owners, professionals and executives
• A positive and motivated attitude, and a professional image
• Strong organizational and computer skills and ability to work in a modern office environment
• Self-motivated and strong interpersonal skills. Ability to respond effectively and quickly to clients’ needs and issues. Strong customer service skills. We believe customer service is not a department but an attitude.

Requirements

• Series 7 or Series 6 and Series 63
• Investment, insurance and financial planning experience required
• 3+ years’ experience working in the industry
• Life and Health License
• Successful completion of background checks and pre-employment assessments*
• Independent minded approach to working with clients

Support and Professional Development

• Progressive suite of technology resources and tools providing you with a turn-key practice experience
• A professional fully furnished modern office suite in a 170,000 square-foot Class A building in a premier location just of the LIE including a full cafeteria, fitness center and conference center
• Full time receptionist because nobody likes answering machines
• Payroll services for your staff
• Marketing support including website development
• Commitment to advocacy and education of our brokers and advisors through ongoing training and weekly lunch and learn programs held on-site.
• A highly responsive level of service, organic advice and fresh smart ideas.
• Opportunity to work with highly successful, established advisors and managers who will guide you in developing your practice as you address your client’s needs across our full spectrum of products and services offered by the WizdomOne Group Family of Companies.

About WizdomFinancial Advisors LLC

WizdomFinancial Advisors LLC is a private wealth management firm. We provide business owners, professionals, and executives with independent holistic financial planning supported by our family of companies.
In choosing WizdomFinancial Advisors LLC clients are working with a firm that is driven by successful management and a culture of practicality and simplicity, paired with the most important quality of a trusted advisor: focusing on the quality of the client relationship, not the quantity.

About the WizdomOne Group of Companies:

The WizdomOne Group evolved from a bold idea in 2008 with the founding of our employee benefits practice. Success soon followed, not because we touted a novel idea; but rather we believed in the fundamentals of a timeless concept. Advisors should be independent and work for their clients not the investment and insurance companies.
Today, the WizdomOne Group of Companies includes:

• WizdomFinancial Advisors LLC – a private wealth management firm.
• WizdomTree Benefit Solutions Inc. - a full-service all-inclusive and innovative employee benefits firm
• WizdomTower Risk LLC - a full-service insurance agency servicing clients’ business and personal property & casualty insurance needs
• WizdomCare Senior Solutions - a full-service Medicare plans agency

Plan Smart. Live Wise

The Investment Center, Inc. & IC Advisory Services, Inc. provides back-office support and service regarding the technical and regulatory requirements of handling client accounts. The Investment Center, Inc. is the Broker-Dealer and IC Advisory Services, Inc. is a member of both FINRA and SIPC. For more information about The Investment Center, Inc. and IC Advisory Services, Inc., please visit ___
*This position requires a background check. If you are licensed and if you have a prior bankruptcy, U-4 disclosures, credit issues, criminal convictions, civil judgements, pending litigation, termination from a previous employer, or any matter subject to FINRA disclosure regulations, you must disclose these items during the pre-screening process.