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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. Our office is located in New York, NY and candidates are expected to come into the office on hybrid basis.
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
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
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
Full Time
$68k-86k (estimate)
04/14/2024
06/13/2024
fifthavenuefinancial.com
New York City, NY
<25
The job skills required for Experienced Financial Advisor include Presentation, Insurance Products, Customer Service, Financial Services, Written Communication, Risk Management, etc. Having related job skills and expertise will give you an advantage when applying to be an Experienced Financial Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Experienced Financial Advisor. Select any job title you are interested in and start to search job requirements.
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.