top of page


Financial Advisor (Trainee) Position

New York, NY; West Palm Beach, FL; Miami, FL; Houston, TX; Chicago, IL; Los Angeles, CA; Philadelphia, PA

We are looking for confident, personable and driven individuals to serve as financial representatives. As an Old Slip Capital Financial Advisor, you will prospect for potential clients, both individual and corporate, and develop a practice within the financial services industry. Our most successful Financial Advisors are those who consistently build relationships and leverage them into business opportunities.

Financial Advisor Responsibilities:

  • Prospecting and networking via face-to-face meetings with potential clients.

  • Closing and executing finance and sales transactions.

  • Servicing existing clients.

  • Analyzing and compiling finance presentations.

  • Attending finance training sessions and meetings.

Financial Advisor Requirements:

  • You must have a strong entrepreneurial spirit bolstered by confidence, persistence and a high degree of personal integrity.

  • It is expected that you will utilize the finance knowledge that you have gained and the networks that you have built in your professional life in order to develop and expand your career as a Financial Services Representative.

  • 4 year degree.

  • Excellent communications skills, verbal and written.

  • Authorization to work in the Unites States.

  • Sales and finance experience is helpful, but not required.

  • Securities registrations – You will be sponsored to take the Series 7 and 66 examinations.

Financial Advisor Benefits:

As an Old Slip Capital Financial Advisor, you can look forward to career advancement opportunities within the company, and the potential for a high income. The extensive compensation package available to eligible Financial Services Representative includes:

  • Competitive commissioned based payout structure on all lines of business.

  • Health, dental, life and disability insurance.

  • 401(k) plus employer match.

  • Pension Plan.

About Old Slip Capital

Old Slip Capital gives you the tools you need in order to build your own base of clients. Our dedicated support staff and multitude of competitive products provide you with ample resources with which to serve your clients' financial needs.

If you want to unlock your potential as a financial sales rep, apply to join our team at Old Slip Capital. Old Slip Capital is positioned with the strength and resources to help talented people reach their potential. We continue to work together toward our shared ambition of becoming the preferred company in the industry by differentiating ourselves through the quality of our products as well as through our service and solid performance.



Equal Opportunity Employer M/F/D/V.


Job Type: Full-time

Apply Now

Please attach your resume

Choose File

Thanks for submitting!

Our advice driven family office strives to preserve your family’s legacy
Protecting your business property, employees, and corporate liability
A personalized approach to executing a wealth management plan
Preserve cashflow for other uses by borrowing for Insurance requirements
A complete range of insurance and risk management services
Cost effective employee benefit services
Alternative investments are useful investment strategies for investors looking to diversify their portfolios from traditional funds.
Advisory based financial transactions on behalf of individuals, corporations, and governments
Holistic wealth management services driven by superior investment research
Our firm combines a disciplined investment management process with sustainable investing principals
Sophisticated Investment Advisory to corporate pension plans and ultra-high
net worth individuals
Building quality investment menus for plan sponsors while offering the protections of a sound ERISA fiduciary contract
Protecting your Home, Auto and general liability
Family Governance and Education is integral in achieving the necessary outcomes
bottom of page