Financial Services Representative

Job Description

Build Your Practice. Lead Your Future.

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The most successful financial advisors don't seek ceilings. They seek opportunity.

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At Fifth Avenue Financial (FAF), a leading wealth management firm within the MassMutual network, we're looking for driven, entrepreneurial professionals who want to build a successful practice, develop meaningful client relationships, and create a level of financial success directly tied to their performance.

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This is a commission-based opportunity where compensation is directly tied to production, client acquisition, and business growth. It is designed for individuals who are motivated by achievement, personal accountability, and the ability to directly influence their own income and career path.

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Who We Are

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Fifth Avenue Financial is a leading wealth management firm within the MassMutual network, serving individuals, families, business owners, and professionals throughout the New York metropolitan area.

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Our advisors are empowered to operate as business builders, trusted consultants, and long-term partners to their clients. We provide the training, mentorship, resources, and support necessary to help ambitious professionals transform their potential into measurable success.

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Why High Performers Choose Fifth Avenue Financial

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Performance Drives Reward

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Unlike traditional salaried roles, your compensation is directly tied to your production, client impact, and business growth. High-performing advisors have the opportunity to build substantial recurring income and long-term enterprise value.

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Entrepreneurial Freedom

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Operate with the independence of a business owner while leveraging the resources, reputation, and support of an established wealth management organization.

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Unlimited Income Potential

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There are no artificial caps on achievement. Your effort, discipline, business development activity, and client relationships determine your success.

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Coaching & Development

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Access mentorship, industry-leading training, professional development resources, and ongoing support designed to accelerate your growth.

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What You'll Do

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· Build and grow your own client base through networking, referrals, and business development activities

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· Develop long-term relationships with individuals, families, and business owners

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· Create customized financial strategies aligned with clients' goals

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· Serve as a trusted advisor across wealth accumulation, retirement planning, risk management, and asset protection

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· Generate new business opportunities through direct prospecting and relationship-building

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· Continuously improve your expertise through coaching, training, and professional development

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Application Process

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As part of our recruitment process, candidates are asked to complete a brief assessment. This assessment does not measure intelligence, education, experience, or technical knowledge. It simply helps us understand your natural work preferences, including how you communicate, make decisions, and work with others.

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Please complete the assessment here:

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Who Thrives Here

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Our most successful advisors are:

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· Entrepreneurial and self-motivated

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· Comfortable being accountable for results

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· Energized by networking and relationship building

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· Resilient and persistent when pursuing goals

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· Strong communicators who influence and inspire confidence

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· Driven to build a business, not simply hold a job

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Qualifications

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· Bachelor's Degree required

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· Minimum of 1 year of experience in the Financial Services industry

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· Active LAH required – SIE, Series 7 & 66 preferred

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· Demonstrated success in sales, business development, relationship management, consulting, finance, or other client-facing environments

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· Strong communication and interpersonal skills

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· Proven ability to build trust and influence others

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· Entrepreneurial mindset with a desire to grow a business

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· Financial services experience preferred but not required for exceptional candidate

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Licensing:

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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.

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Important Notice

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Fifth Avenue Financial will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks, make an investment in any product or service, or provide sensitive information such as credit card numbers or banking PIN numbers as part of our hiring process.

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If you are contacted by anyone requesting information of this nature, please contact us directly to verify the legitimacy of the request.

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