Experienced Financial Advisor
Fifth Avenue FinancialNew York, NY, US30+ days ago
Job type
- Full-time
Job descriptionBachelor’s degree in a related field such as finance, accounting, or economics 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 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
Job Description
Job Description
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 :
Nice-to-haves :
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.
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Financial Advisor • New York, NY, US
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