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Wall Street Alliance Group · New York
Financial Planning Presenter (Physician Events) — Travel Required
Wall Street Alliance Group | Branch Office of Osaic Wealth | New York, NY
About us
Wall Street Alliance Group is a wealth management firm serving physicians and their families. We deliver financial planning seminars at medical conferences and physician events nationwide, and we have more opportunities than we can currently staff. We're hiring a dedicated presenter to meet that demand.
The role
You'll be our voice on stage. We book the events; you deliver engaging financial planning presentations to physician audiences and come back with qualified leads. You'll follow up to set appointments, then hand the relationship to our advisory team. This is a high-volume presenting role for someone who loves being in front of a room and is energized by travel.
What you'll do
Deliver financial planning presentations at physician conferences and events nationwide, covering retirement, estate planning, tax strategies, cash balance and defined benefit plans, and investing
Travel frequently, including evenings and some weekends
Engage audiences, capture leads, and follow up to set appointments for our advisors
Represent the firm professionally and build rapport with physician groups
Tailor presentations to each audience within compliance guidelines
What you bring
Active Series 7 and Series 66 (or Series 65) licenses
Strong public speaking skills, with a track record of engaging professional audiences
Familiarity with financial planning concepts, including retirement, tax, and estate planning
Willingness to travel frequently, including evenings and some weekends
CFP® or CFA designation
Familiarity with cash balance and defined benefit plans
Fluency in Urdu or Hindi, for presenting to and connecting with South Asian physician audiences
Compensation and benefits
Base salary $120,000–$150,000, commensurate with licensing and designations, plus a performance bonus tied to kept appointments and new client conversions. Target total compensation $175,000–$250,000+. Full benefits including 401(k) and health insurance. All travel expenses are covered.
Details
| Company | Wall Street Alliance Group |
| Location | New York |
| Type | FULL TIME |
| Niche | Full-time |
| Salary | $1,20,000 – $1,20,000 / yr |