APS Pension & Financial Services
Melville, NY 11747, USA
Mar 03, 2026
Full time
This isn’t a wirehouse quota job. This isn’t cold-calling annuities. This is a consultative, relationship-driven advisory role with real earning potential and long-term career growth.
Why This Role Is Different
You will:
Develop and grow your own book of business
Work alongside experienced fiduciary advisors
Deliver comprehensive retirement and wealth strategies
Build recurring revenue relationships
Be positioned for long-term growth potential
What You’ll Do
Prospect and cultivate new client relationships (retail and/or retirement plan sponsors)
Conduct financial discovery meetings and needs analysis
Present customized investment and retirement planning solutions
Collaborate with investment and planning teams to deliver holistic strategies
Maintain ongoing client engagement and relationship management
Represent the firm in networking and community events
Build centers of influence (CPAs, attorneys, TPAs, payroll providers)
Who Thrives Here?
You may be a strong fit if you:
Are naturally competitive and results-oriented
Have strong interpersonal and communication skills
Are comfortable asking for business
Think long-term and value recurring revenue relationships
Want to build equity value in your career
Prefer a boutique, entrepreneurial environment over a corporate structure
Preferred Background
Bachelor’s degree in Finance, Economics, Business, or a related field.
2+ years of experience in financial advisory or wealth management.
Series 65 (or equivalent) required or must be obtained within 90 days of hire.
Compensation & Growth
Competitive base salary
Uncapped fee compensation
Clear growth path toward senior advisor
Ongoing professional development support
Marketing and operational infrastructure provided
Potential long-term equity participation
What We Offer
Collaborative team culture
Strong operational and investment support
Access to institutional-caliber resources
Flexibility with accountability
The opportunity to build a career — not just hit a quota
If You’re Looking For…
✔ Ownership
✔ Growth
✔ Professional respect
✔ Recurring revenue
✔ A long-term career track
…we should talk.
Employment Type: 1099 Contractor
Compensation: Up to $5,000 per month plus percentage of annual fees, Six-Figure potential