Experienced Financial Advsior
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.
Our office is located in New York, NY and candidates are expected to come into the office on hybrid basis.
Job
Responsibilities:
Build a portfolio of customers and offer financial advice tailored to their specific needs and objectivesAnalyze customer financial situations and provide tailored financial services and insurance productsDevelop customized financial plans for clients that are tailored to their specific goals and objectivesMonitor markets, research financial products, and stay updated with new developments in the financial sectorProvide customer service to current and potential MassMutual customers
Qualifications:
Bachelor's degree in a related field such as finance, accounting, or economicsResident insurance license, Life & HealthMinimum of 3 years of experience working in the financial services industryStrong customer service, communication, and presentation skillsExcellent verbal and written communication skillsGood knowledge of risk management and investment strategiesNice-to-haves:
Series 6 or 7CFP certificationKnowledge and proficiency in the use of CRM software and financial data analysis toolsStrong organizational and time management skillsAbility to multitask and prioritizeProficiency in MS OfficeFlexible work from home options available.
%58047475% %% category %% Recommended Skills Accounting Certified Financial Planner Communication Customer Relationship Management Customer Service Economy Estimated Salary: $20 to $28 per hour based on qualifications.
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.
Job
Responsibilities:
Build a portfolio of customers and offer financial advice tailored to their specific needs and objectivesAnalyze customer financial situations and provide tailored financial services and insurance productsDevelop customized financial plans for clients that are tailored to their specific goals and objectivesMonitor markets, research financial products, and stay updated with new developments in the financial sectorProvide customer service to current and potential MassMutual customers
Qualifications:
Bachelor's degree in a related field such as finance, accounting, or economicsResident insurance license, Life & HealthMinimum of 3 years of experience working in the financial services industryStrong customer service, communication, and presentation skillsExcellent verbal and written communication skillsGood knowledge of risk management and investment strategiesNice-to-haves:
Series 6 or 7CFP certificationKnowledge and proficiency in the use of CRM software and financial data analysis toolsStrong organizational and time management skillsAbility to multitask and prioritizeProficiency in MS OfficeFlexible work from home options available.
%58047475% %% category %% Recommended Skills Accounting Certified Financial Planner Communication Customer Relationship Management Customer Service Economy Estimated Salary: $20 to $28 per hour based on qualifications.
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