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Financial Representative
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![]() United States, New York, Clifton Park | |
![]() 7 Executive Park Dr (Show on map) | |
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Financial Representative I am currently seeking qualified professionals to join my team as Financial Representatives. A Financial Rep will work to help generate new introductory meetings, manage client accounts, and implement individualized strategies for clients. We are open to candidates who have a profound passion for finance and a keen willingness to learn. Will provide comprehensive training for the role ensuring you are well-equipped to thrive in this industry. Qualified candidates will have access to first-in-class professional development training, turnkey practice management technology, state & federal licensing (full sponsorship & reimbursement), and sign-on bonus options. Qualified candidates will receive complimentary sponsorship for all necessary state and federal licensing at the expense of our firm. Compensation This career is primarily commission based but also includes stipends and bonuses. For reference,, our financial representatives make an average of $50,000 in their first year, with potential for much more. INCOME GROWTH OPPORTUNITY: Average Compensation vs Top 25% Year 1 | $50,000 - $99,000 Year 3 | $100,000 - $199,000 Year 5 | $150,000 - $250,000 Year 10 | $250,000+ About Me I am Ernesto Santana, Sr. Financial Representative. I work under the umbrella of Wise Financial LLC, where financial and retirement planning meets a people-centric approach. I am on the lookout for professionals with exceptional interpersonal and analytical skills who share our passion for holistic financial planning. About Wise At Wise Financial LLC, our unique culture revolves around putting people first. It's not just a tagline; it's the heartbeat of our organization. We're not just a workplace; we're a collaborative, family-oriented, and modern community. What sets us apart is our commitment to your growth. We invest directly in our team, recognizing that your success is our success. As an independent firm, we take pride in upholding our fiduciary responsibilities. We're not driven by incentives from any singular company or institution. Instead, we are driven by a shared dedication to providing unbiased, client-focused financial solutions. Join us on this journey where your skills and ambitions align with a culture that values both personal and professional growth. Welcome to Wise Financial LLC – where your success is our priority. Other considerations include:
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