AMS Retirement Solutions

About us

The investment world and financial markets are vast and ever-growing. With numerous companies and financial products designed to help countless people, why go it alone? No two clients have the same concerns and therefore, no two clients should have the same cookie-cutter solution.

We are AMS Retirement Solutions, a financial services firm in Bohemia, New York with more than 30 years of experience building personalized planning for individuals, families, and professionals. We focus on finding the best solution that works for you.

In all that we do, we strive to create strong relationships built on integrity and trust. We want you to know that when you come to us for advice, we sincerely want to help. If you’re interested in working with our team of professionals, please contact us.

We are professional, supportive and customer-centric. We are looking for ambitious, motivated individuals who want to Grow by Helping Others!

Our work environment includes:

• Modern office setting
• Growth opportunities
• On-the-job training
• Relaxed atmosphere

We are looking for a Financial Advisor Assistant to join our team. We help Business's and Individuals with many of their Financial Needs. The Advisor will educate, counsel and assist the participants in creating investment strategies based on their personal needs and preferences, and will ensure that the participants understand the risks involved in making investment decisions. The assistant will assist helping cleints with all forms of Financial Services including but not limited to Life Insurance, Helath Insurance, Planning etc.

Financial Experience a MUST! Series 6 or 7 a PLUS! Life and Health Insurance license a must!

Responsibilities:

• Set up appointments with potential clients.
• Collect financial data from potential clients.
• Conduct face-to-face meetings with potential clients.
• Make calls to potential clients.
• Compile information to produce a financial plan.
• Reach objectives for financial goals by building new business relationships.
• Assist in Explaining investment products and services.
• Adhere to financial industry regulations.

Job Type: Full-time

Pay: $50,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Tuition reimbursement

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay
• Commission pay

Ability to commute/relocate:

• Bohemia, NY 11716: Reliably commute or planning to relocate before starting work (Required)

Education:

• Associate (Required)

Experience:

• Financial concepts: 2 years (Required)
• Financial services: 2 years (Required)

License/Certification:

• Life, Health or Series 6 or 7 License (Required)

Work Location: In person

Please Note :
blog.nvalabs.org is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, blog.nvalabs.org provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.