Description

We are a long established independent tax and financial services firm looking for one or two experienced financial services representatives to join our team of financial planning professionals. The right person will be securities licensed with existing assets under management of at least $25 million looking to work in a team environment willing to share ideas to help clients.

We offer very competitive payouts, a turnkey operation with broad financial services platform, and an opportunity to diversify your income potential by offering comprehensive financial planning, insurance, sophisticated tax planning, tax return preparation, and a full line of business services. We will be moving to a new building located in Holbrook, NY just north of Sunrise Highway.

Qualified persons should contact Bob s., CPA/PFS, CFP at 631-585-4000

All inquiries will be kept confidential

Full Commission