330 Motor Parkway
Long-term relationships that encourage open and effective communication have been the cornerstone of our success.
The FA reports directly to the Senior Advisor/Branch Manager (SA) and assists the SA in all aspects of client advice and planning. The FA will participate in client and prospect meetings and will assist in preparation and follow-up including modifications to portfolios, evaluation of financial goals and plans, implementing financial plans, and monitoring those plans over time. Another element of the FA’s position is the development of new clients by conducting sales programs and prospecting efforts, initially in conjunction with the SA and then independently. The FA works cooperatively with client service associates and delegates tasks as necessary to serve client needs. The FA will become an advisor representative of NestEgg Advisors, Inc. and American Portfolios Advisors, Inc. and a registered representative of American Portfolios Financial Services, Inc., member FINRA and SIPC. The FA is required to comply with all laws, rules and regulations relating to regulatory authorities (FINRA, SEC, DOL, etc.), B/D and RIA affiliations, and professional organizations.
Call us: 631-952-2700
Please forward your resume to: firstname.lastname@example.org