Current CEO: David Lerner
David Lerner Associates is an investment management firm that provides services to private clients. The corporation was founded in 1986 and is headquartered in Syosset, New York. David Lerner Associates offers bonds, retirement savings accounts, mutual funds and life insurance to individuals in four eastern states. The company employs financial investment counselors, sales professionals and administrative staff in all its locations. The company provides support for licensing training to new investment counselors.
The majority of individuals working at David Lerner are employed as financial investment counselors. Counselors work with individual clients, suggesting investment products and overseeing their portfolios. Individuals in these roles must be licensed in the state in which they work. The company holds regular recruiting seminars to identify trainees for this position. All financial investment counselors undergo a comprehensive David Lerner Associates training course in addition to the training required for licensing. They are expected to provide excellent advice and portfolio management services to all clients. Investment counselors may be required to host seminars in their geographic area in order to attract investors.
Sales and marketing professionals are also offered stable David Lerner Associates careers. Sales professionals are responsible for identifying and attracting new clients. They pair clients with financial investment counselors. They may be required to hold follow-up meetings with clients to assure that they are satisfied with the investment services offered by the company. Marketing professionals work in conjunction with sales personnel to design advertising and customer outreach programs. They are responsible for maintaining contact with publications, radio stations and broadcasting outlets in their geographic area. They may design flyers and other information that is given to potential clients at investment seminars.
The David Lerner culture values individuals who have strong sales skills. The work environment can be very competitive, and financial investment counselors may be required to work long hours. All employees of David Lerner are expected to contribute to the company''s sales and client management efforts. The majority of employees earn decent compensation while working for David Lerner Associates. Financial investment counselors earn a base salary plus commission. Sales professionals may also enjoy commission earning opportunities. Administrative and marketing employees generally earn decent compensation and may be offered gratis financial planning services. Eligible employees receive a David Lerner Associates benefits package that includes comprehensive medical insurance. The company pays for all training and licensing for financial investment counselors. Employees can take advantage of the company''s services to plan for retirement.