Financial Advisor
Fifth Avenue Financial
Fifth Avenue Financial is seeking a financial advisor with experience to join our team. Compensation is 100% commission, earnings are directly related to performance. Required as part of our recruitment process, please click the link below to complete a quick candidate assessment. This assessment does not measure intelligence, education, or experience. It simply measures work and communication needs: 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. #LI-CO1 #LI-FAF
Vacancy posted 3 days ago
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