Location: New York, NY
Firm Overview:
Wall Street Alliance Group is a top-performing wealth management practice specializing in financial planning for physicians and high-net-worth clients. With over $1.3 billion in assets under management, we are one of the fastest-growing branches within Osaic. Our growth is driven by a disciplined, client-focused approach and a culture built around performance, accountability, and results.
The Opportunity:
We are actively seeking driven, competitive individuals who want to build a career in high-end financial advisory.
You will work alongside top-producing advisors, gain access to qualified warm leads, and play a key role in closing new business. For the right candidate, this is a clear path to becoming a high-earning Senior Advisor.
Key Responsibilities:
- Partner with senior advisors to drive new business and close client opportunities
- Actively engage and convert warm leads into long-term client relationships
- Participate in client meetings and contribute to closing conversations
- Deliver a high-touch, white-glove experience to high-net-worth clients
- Attend conferences, networking events, and client-facing engagements
- Operate in a fast-paced, performance-driven environment with measurable goals
Who You Are:
- Highly competitive with a strong desire to win and outperform
- Confident communicator with the ability to build trust quickly
- Interested in finance, sales, and relationship-driven business
- Comfortable working evenings and being available for client needs
- Motivated by growth, income potential, and long-term career upside
Licensing:
- Willingness to obtain Series 7 and Series 66 licenses is required
- Existing licenses are a strong advantage and will accelerate your trajectory
Career Path & Upside:
- Clear, merit-based path to Senior Advisor
- Opportunity to build and manage your own book of high-net-worth clients
- Direct mentorship from top-producing advisors
- Firm-sponsored CFP® program and continued professional development
- High ceiling for income growth tied directly to performance
Compensation & Benefits:
- $110,000 base salary
- Uncapped bonus tied to production and performance
- 401(k) plan
- Health, dental, and vision insurance
- Paid time off (PTO)
- Licensing and certification sponsorship
