Financial Advisor - Midtown NYC
Forest Hills Financial Group is seeking self-motivated individuals to join their network of Financial Professionals. In this role, you will work with clients to understand their financial goals, provide access to financial products and services, and build lasting relationships to help them achieve financial confidence.
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
- Ability to Commute: New York, NY 10017
- Sales: 1 year
Benefits
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Flexible spending account
- Health insurance
- Life insurance
- Professional development assistance
- Retirement plan
- Vision insurance
Company Overview