Financial Advisor * NEW OFFICE *

Forest Hills Financial Group
New York, NY, US
Full-time

Job Description

Job Description

Forest Hills Financial Group, a member of The Guardian Network®, is looking for individuals like you to join our team as a Financial Advisor.

This is a HYBRID position. Candidates must live in the New York Metropolitan Market. Office space is located in New York City.

We take an uncommon approach to financial services, focusing on long term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses.

About :

As a Financial Advisor you will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future.

As a Financial Representative, you will have the ability to make an impact in your community, have development and career growth opportunities and the flexibility and ability to build your practice in a way that feels authentic to you, serving the clients and communities you choose to work with.

What we offer :

Development and training locally, virtually and nationally to support you as you build your practice with us.

Help you obtain your License.

Tools and resources to help you market and grow your practice and communicate efficiently with your prospects and clients.

Mentorship and joint-work opportunities.

A competitive benefits package including Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance and more.

Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.

Key Traits :

A self motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding.

Desire to help others achieve their goals and dreams through cultivating long-term relationships.

Ambitious, entrepreneurial, and looking for career growth and development.

Responsibilities :

Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a plan with appropriate strategies, products and services.

Develop and maintain a base of clients who value your input and guidance.

Work with clients to keep their financial plans current and aligned with their goals, building relationships with clients that will last for years.

Requirements :

Must be a US citizen or permanent resident

Obtain appropriate insurance licensing (assistance and study material provided)

This is a HYBRID position. Candidates must live in the New York Metropolitan Market. Office space is located in New York City & Melville, New York.

Remote / hybrid opportunity from Bergen / Essex / Passaic / Morris / Somerset / Union / Hudson County, New Jersey. Office space is located in New York City.

30+ days ago
Related jobs
JPMorgan Chase Bank, N.A.
New York, New York

This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity ...

New York State
New York, New York

Knowledge required: Excellent organizational skills, communications skills, leadership skills, management skills, Excel and Analytical skills, understanding of principles related to economics and finance, expertise in municipal debt and financial derivatives. Position expected to work onsite and hyb...

New York Life
Brooklyn, New York

Financial Professionals help clients identify and achieve their financial goals. We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy. New York Life and its affiliates are dedicated to prudent financial management, high quali...

City of New York
The Bronx, New York

The Office of HPDTech is composed of 7 units: CIO (Chief Information Office), CTO (Chief Technology Office), CPO (Chief Product Office), Budget, Enterprise Architecture, Planning & Compliance, and Information Security. The New York City Department of Housing Preservation Development (HPD) promotes q...

New York Life (Brooklyn)
New York, New York

Our financial professionals help clients develop a sound, long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, investments, annuities, and mutual funds. As a financial professional with New York Life, ...

The City University of New York
New York, New York

The Office of Fellowships and Financial Aid is responsible for providing in excess of $51 million in financial aid for students attending three CUNY colleges: The Graduate Center, The Craig Newmark Graduate School of Journalism, and the School of Labor and Urban Studies. The Office of Fellowships an...

New York Life Lower Manhattan
New York, New York

Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales suppo...

Lenox Advisors
New York, New York

With a national footprint, Lenox is continually looking for ambitious, experienced Financial Advisors, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, c...

Real Hospitiality Group
New York, New York

The Front Office Agent will check in and out guests to the hotel, ensure proper room and miscellaneous postings, secure credit, answer questions, answer telephones, provide maximum levels of guest service and support the hotel's rooms division in anyway required to ensure complete guest satisfaction...

New York Life (Brooklyn)
New York, New York

Our financial professionals help clients develop a sound, long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, investments, annuities, and mutual funds. As a financial professional with New York Life, ...