Financial Advisor - Midtown NYC
Forest Hills Financial Group is seeking motivated individuals to join their network of Financial Professionals. The role involves working with clients to provide financial products and services, analyze their financial information, and develop strategies to help them achieve their financial goals.
Responsibilities
- Working with clients to understand their goals, concerns, and current financial information
- Analyzing information to create a strategy with appropriate products and services
- Developing and maintaining a base of clients who value your input and guidance
- Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years
Skills
- Must be a US citizen or permanent resident
- A four‐year college degree
- Obtain appropriate licensing
- A passion for helping others and making a positive impact in your community
- An entrepreneurial spirit and desire to own a business that provides the ability to integrate your life and work – on your terms
- A lifelong learner mentality with a desire to continue growing
- Self‐motivation, a confident personality, high integrity, and a strong desire to succeed
Benefits
- Defined Benefit Plan
- 401(k) with Match and Roth options
- Health, and dental insurance
- Tuition reimbursement
- Continuing education opportunities
Company Overview