Financial Advisor - New York City

Allgen Financial Services, Inc. (www.allgenfinancial.com) is looking for an established financial advisor to join our team. We understand the challenges advisors face at large scale institutions or small investment firms. This is why Allgen has developed its entire business model around helping financial advisors be successful at doing one thing great, serving clients who need help managing their retirement related investments. Allgen Financial Services, Inc. is the perfect place to continue building your career in the financial services industry. Why?

As an Allgen Financial Advisor, you will receive the following benefits:

• All necessary resources to cultivate, build, support, and retain clients
• Team-based advisory approach with marketing, technology, and business development support
• Ability to contribute thoughts and ideas on how to help you become more effective and efficient
• Office space and compliance support
• A vast array of investment options as a fee-only RIA
• Access to in-house portfolio managers for investment strategy development

As an Allgen wealth manager, you're responsible for helping to build lifetime relationships through primarily face-to-face interaction. You will help individuals  and families plan and manage their retirement related assets. Or, work with organizations in establishing and manage their retirement benefits. As an Wealth Manager, you will spend most of your time meeting face-to-face with your potential and existing clients. Our entrepreneurial atmosphere allows you the room to grow with unlimited income potential. We help you reach your goals through our proven business model, In addition, we are well positioned to meet the needs of the 78 million in the baby boomer generation entering retirement in the next 15 years. Fast Company magazine named the financial advisor career as the "top career prospect for the next 10 years" and Money magazine notes it as a "top three career choice." Now is the perfect time to join Allgen Financial Services, Inc.

Personal & Professional Growth
Allgen is committed to ensuring continuous personal and professional growth. We see our business activities as a way to serve our community, not for our community to serve us.

Competitive Compensation
The nature of our operations allows us to provide higher rates of compensation to our advisors. In most cases, Allgen is able to provide 20%-50% higher compensation to its advisors compared to other financial institutions. Financially, we provide a compelling argument for why someone would want to be a financial advisor with Allgen. In addition, we are committed to attracting the best financial advisors in the market to serve our clients.

Activities & Responsibilities

• Prospecting for potential clients
• Perform financial needs assessments
• Prepare customized financial plans
• Make presentations and recommends to clients
• Service accounts using a CRM platform
• Maintain/build long-term client relationships

Qualities of a Successful Candidate

• Relational with a desire to help others
• Performance driven
• Well organized
• Marketing & sales aptitude
• Natural interpersonal and communication skills
• Strong analytical abilities
• Self-confidence, persistence, initiative, and persuasiveness
• Passion for learning 
• Required federal and state licenses and registrations for securities (i.e. Series 65 or 66)
• Four-year college degree required
• Graduate degree preferred