Financial Advisor

Financial Advisor – Keep What YOU Build | Long Island, NYTitus Talent Strategies is retained by a boutique, family-run wealth management and financial planning practice on Long Island to find their next Financial Advisor. This firm serves entrepreneurs, business owners, and high-net-worth/family-office clients across the tristate area, manages roughly $500M in AUM, and runs on EOS/Traction — so you'll join a team with clear structure, real accountability, and a genuine growth plan (not just a title).What makes this different: Whether you're bringing an established book or you're ready to build one from scratch — book or no book, you keep what you build. This firm has a structured 3-6-9-12 month training program and hands-on mentorship designed to get you producing, not just licensed.