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.
Financial Advisor
FFINANCIAL PROFESSIONAL RESPONSIBILITIES: Work directly with clients to compile financial profiles that allow you to provide sound financial guidance based on each person’s individual financial status, income, financial goals, and other factorsServe as a collaborative team player willing to fu...
Financial Advisor - 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...
Financial Advisor / fast track Management
Our financial professionals help clients develop a long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, fixed and variable* annuities, and mutual funds*. Why New York Life?From quality training program...
Financial Professional/ Advisor
Our financial professionals help clients develop a long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, fixed and variable* annuities, and mutual funds*. New York Life Insurance Company and its affilia...
Financial Consultant New York City (Entry-Level) - Training Provided!
Enjoy Helping People? See yourself working with high net-worth individuals? Equitable is a fortune 100 global financial services company that is committed to helping their clients secure their financial freedom! Equitable focuses on integrated wealth management, investment advice, retirement plannin...
Bilingual Financial Advisor (Spanish or Portuguese)
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, ...
Senior Advisor Financial Strategies
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...
Bilingual Insurance Agent/Financial Advisor (South Asian market speaking Hindi, Urdu and Punjabi)
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, ...
Senior Science and Policy Advisor, Office of the Commissioner
Our mission is to protect and improve the health of all New Yorkers, in service of a vision of a city in which all New Yorkers can realize their full health potential, regardless of who they are, how old they are, where they are from, or where they live. True to our value of equity as a foundational...
Bilingual Insurance Agent/Financial Advisor (Korean Speaking)
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, ...