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Finance Careers

Begin a career as a financial advisor, stockbroker or other investment related field. Investment or financial advisors can earn an unlimited income during their career. Start a job that can change your life and be a successful stockbroker or financial planner.

Finance Jobs available for trainees. Most firms will hire inexperienced people and train them from within. Getting some licensing done before you apply can be helpful. Stockbrokers and investment advisors can make an unlimted income. High payout, work environment and investment product available should be some of the factors to consider before joining a brokerage firm.

Independent Stockbroker

Some of you may want to work as an independent broker or in-home stockbroker. These opportunities are available and best suited for producing stockbrokers, CPA's, mortgage brokers or other financial professionals with existing clients. These jobs do not pay a salary. You are independent advisor contractors of a brokerage firm when you do this. Higher payout and freedom to run your business are the benefits.

Broker, Agent and Advisor Jobs (New York and other)

We have several key job and career openings available through the firms we represent. These jobs are for Stockbroker producers, Financial advisors, investment brokers and insurance agents and brokers. Our companies are national firms and many offer salary plus benefits. These career opportunities are national with the majority of broker offices in New York, Long Island, New Jersey, Connecticut, Massachusetts and more.

Company Position
Financial Advisor Job Long Island Investment Advisor New York
Stockbroker Job Long Island Stockbrokers Financial Consultants
New York Bond Broker Job Bond Portfolio Advisor
Be a Financial Advisor Financial Advisor
Stock Trader Job Trader
Mortgage Loan Job Mortgage Sales Consultant
AIT IT Programmer

Recommended Investment Advisor Reference Books.

cover CFP (Certified Financial Planning) Exam Fast Track - This quick study guide for candidates preparing to take the CFP® Certification Examination covers the bare-bones essentials needed to pass this challenging exam in a logical and easy-to-absorb manner. Covering some of the most important disciplines of financial planning–– insurance, employee benefit, investment, income tax, retirement, estate, and general planning.

cover So You Want to be a Financial Planner : Your Guide to a New Career, 2nd Edition - Finally, together in one place, a comprehensive step-by-step process for launching your career as a financial planner. Here is everything you need to know - from getting the right credentials to getting the right clients. Over the next few decades, billions of dollars will be changing hands as millions of Baby Boomers retire. Learn how you can play an important role in ensuring the financial health of future generations.

cover Getting Started as a Financial Planner - This book presents a blueprint for launching a successful future in a lucrative, exciting profession.Topics include education and certification requirements, options for specialization, fee structures, logistics and technology, compliance, and legal issues. This easy-to-use guide gives a direct, turnkey approach to entering the field and setting up a financial planning practice. Special forms, checklists, and other useful tools reinforce the hands-on appeal of this practical guide.

Wealth Management: The Financial Advisor's Guide to Investing and Managing Your Client's Assets - Wealth Management outlines the current state-of-the-art in financial planning, and describes respected financial planning speaker and author Harold Evensky's effective, optimal asset allocation policy that is designed to account for each client's unique goals and constraints. It provides you with concise yet thorough information on current investment theories, along with detailed reference for further study.


Become a Licensed Investment Advisor. Take the Series 65 exam. Study using the AIT Series 65 Training Course.

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Series 3 License Series 23 License Series 53 License
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Series 7 License Series 27 License Series 63 License
     Series 9/10 License Series 30 License Series 65 License
  Series 11 License Series 31 License Series 66 License
  Series 14 License Series 51 License Series 87 License

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CFA Exam Level 1 - CFA Level 2 Exam - CFA Level 3 Exam

 

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