Financial Advisor - Fifth Avenue Financial : Job Details

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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:

• Bachelor'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.

Nice-to-haves:

• 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.

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.

Associate

Full-time

Finance, Customer Service, and Sales

Financial Services and Insurance