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Job Summary
  • Company
    David Lerner Associates
  • Location
    Syosset, NY 11791
  • Salary
    Up To $75,000 Commensurate With Experience
  • Job Type
    Full Time
  • Job Category
    Sales/Retail/Business Development
  • Occupations
    Account Management (Commissioned)
    Business Development/New Accounts
    Financial Products Sales/Brokerage
  • Years of Experience
    2+ to 5 Years
  • Career Level
    Experienced (Non-Manager)
  • Industries
    Financial Services
  • Education Level
    Some College Coursework Completed
Financial Sales - Investment Counselor

Career Seminar 

Thursday, October 16, 2014 at 6:00 pm 

Syosset Branch Office located at 477 Jericho Turnpike, Syosset, NY  11791


We are expanding and looking for people to train as investment counselors. Investment Counselors meet with prospective clients before they invest. It is critical they get to know a client’s needs, objectives and their risk tolerance. We carefully structure our investors’ portfolios using investments, some of which are proprietary, based on real value and frequently pay dividends and interest. We believe we have an obligation to guide our investors to help them achieve their financial goals.


If you are a motivated, success-oriented individual with experience in business, sales, teaching or are entrepreneurial in nature, you are invited to join our rapidly expanding team. Qualified applicants have a minimum 2+ years of work experience and a proven track record of success.
Visit our website to learn more about our corporate philosophy - www.davidlerner.com

To learn more, inquire about our upcoming Career Seminars or schedule an interview, please call our Recruiting Department at 1-800-645-1611 ext. 5851 or 516-465-5851

Member FINRA &  SIPC   |   Equal Opportunity Employer

  Corporate Headquarters: Syosset, New York   |   Branch Offices: New York, New Jersey, Connecticut, Florida

Keywords: investment advisor, financial planner, investment counselor, financial consultant, finance, salesperson, salesman, saleswoman, selling, outside sales, account executive, ae, financial sales, entrepreneur, insurance sales, investment counselor, sales executive, business development rep, business development representative, sales and business development, biz dev, consultant, consulting, biz consultant

About David Lerner Associates
David Lerner Associates-aboutus
Originally started in 1976, David Lerner Associates is a privately-held securities broker/dealer, with clients' assets under management of approximately $9 billion. From the beginning, the firm has been committed to educating the public about investing opportunities available to them. To that end, the company regularly holds free investment seminars. These seminars attract thousands of people every year and are held throughout the tri-state New York area and in Florida.