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Experienced Financial Advisor
$104k-133k (estimate)
Full Time 1 Month Ago
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Fifth Avenue Financial is Hiring an Experienced Financial Advisor Near New York, NY

The Opportunity:

Fifth Avenue Financial is looking for a financial advisor with experience to join our team. Compensation is 100% commission, earnings are directly related to performance.

Job Responsibilities:

  • Build a portfolio of customers and offer financial advice tailored to their specific needs and objectives

  • Analyze customer financial situations and provide tailored financial services and insurance products

  • Develop customized financial plans for clients that are tailored to their specific goals and objectives

  • Monitor markets, research financial products, and stay updated with new developments in the financial sector

  • Provide customer service to current and potential MassMutual customers

Desired Qualifications:

  • Bachelor’s degree in a related field such as finance, accounting, or economics

  • Resident insurance license, Life & Health

  • Minimum of 3 years of experience working in the financial services industry

  • Strong customer service, communication, and presentation skills

  • Excellent verbal and written communication skills

  • Good knowledge of risk management and investment strategies

Nice-to-haves:

  • Series 6 or 7

  • CFP certification

  • Knowledge and proficiency in the use of CRM software and financial data analysis tools

  • Strong organizational and time management skills

  • Ability to multitask and prioritize

  • Proficiency in MS Office

Job Summary

JOB TYPE

Full Time

SALARY

$104k-133k (estimate)

POST DATE

04/14/2024

EXPIRATION DATE

06/13/2024

WEBSITE

fifthavenuefinancial.com

HEADQUARTERS

New York City, NY

SIZE

<25

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The following is the career advancement route for Experienced Financial Advisor positions, which can be used as a reference in future career path planning. As an Experienced Financial Advisor, it can be promoted into senior positions as a Branch Manager - Insurance that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Experienced Financial Advisor. You can explore the career advancement for an Experienced Financial Advisor below and select your interested title to get hiring information.

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