Company: Mikhael Paul Wealth Management

Location: New York State (Remote/Work From Home)

Compensation: Commission-based (Advisors receive 70% of all revenue from sales)

Position Summary:

Wealth Management Advisors at Mikhael Paul Wealth Management deliver exceptional, personalized service to clients while driving the growth and success of their own practice. Advisors in this role build trusted, long-term relationships through regular, meaningful interactions, always leading with a client-first, fiduciary mindset.

Successful candidates will have strong interpersonal and communication skills, a high level of professional integrity, and a passion for helping clients achieve their financial goals.

As part of our team, Advisors will also leverage firm-provided qualified leads and advanced planning tools to support comprehensive services in investment management, insurance solutions, and financial planning. Additional responsibilities may include client onboarding, portfolio analysis, and digital engagement to deepen client relationships and deliver an exceptional experience at every stage.

Duties and Responsibilities:

We are seeking motivated, licensed Wealth Management Advisors to join our growing team. As an advisor, you will deliver financial planning, investment management, and insurance solutions tailored to your clients' needs.

This is a commission-only role, ideal for entrepreneurial advisors seeking high earning potential with strong support. Advisors will receive qualified leads to help grow their book of business.

• Conduct financial planning and investment advisory meetings with clients
• Recommend suitable investment and insurance solutions
• Maintain strict compliance with all regulatory and ethical standards
• Deliver an exceptional client experience grounded in honesty, integrity, and fiduciary duty
• Keep accurate records and documentation per industry and firm guidelines

Requirements:

• Active Series 65 license (or equivalent)
• Active Life and Health Insurance License (New York)
• Located in New York State
• Ability to work remotely with reliable internet and your own computer
• Must be willing to pay your own U4 registration fee ($215) and other fees pertaining to you
• Strong ethical standards, compliance mindset, and commitment to putting clients first
• Excellent communication and interpersonal skills
• Self-motivated and entrepreneurial

Incentives:

• Commission Structure: 70% of all revenue you generate from sales.
• Qualified Leads Provided: We help you grow your client base.
• Remote Work: Flexible, work-from-home model anywhere in New York State.
• Independence: Build your own practice with full support from the firm.

Compliance, Ethics, and Our Hiring Process:

Mikhael Paul Wealth Management maintains the highest standards of compliance, ethics, and client care. All advisors are expected to act as fiduciaries, always prioritizing the best interests of their clients. Our hiring process includes:

• License verification
• Background check (as required for U4 registration)
• Interview to assess ethical judgment, product knowledge, and client-focused approach

Join Mikhael Paul Wealth Management and help redefine ethical, client-centered wealth planning.

At Mikhael Paul Wealth Management, we’re committed to bringing passion, integrity, and a client-first focus to everything we do. Our goal is to build and maintain a team that is diverse in experience and background yet united by shared standards of ethics, professionalism, and excellence. We strive to be the employer of choice for talented, driven advisors who are dedicated to putting clients first.

We actively seek to attract, develop, and retain the best and brightest professionals from all backgrounds and experiences.

It is our policy to provide equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital or partnership status, pregnancy, veteran or military status, genetic information, or any other characteristic protected by law.

Mikhael Paul Wealth Management is an equal opportunity employer dedicated to fostering a respectful, inclusive, and diverse workplace (M/F/Disability/Veteran).

www.mikhaelpaul.com