What are the responsibilities and job description for the Financial Advisor position at Fifth Avenue Financial?
Fifth Avenue Financial is seeking 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
Required Qualifications:
- Resident insurance license, Life & Health
- Minimum of 1 year 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:
- Bachelor’s degree in a related field such as finance, accounting, or economics
- Series 6 or 7
- Series 66, 63, or 65
- 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
Licensing:
If you do not already have the SIE, Series 7, 66, you will work towards obtaining these to offer associated services, in addition to your continued professional development.