Fifth Avenue Financial is looking for a financial advisor with experience to join our team. Compensation is 100% commission, earnings are directly related to performance.
Job Responsibilities:
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Build a portfolio of customers and offer financial advice tailored to their specific needs and objectives
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Analyze customer financial situations and provide tailored financial services and insurance products
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Develop customized financial plans for clients that are tailored to their specific goals and objectives
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Monitor markets, research financial products, and stay updated with new developments in the financial sector
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Provide customer service to current and potential MassMutual customers
Desired Qualifications:
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Bachelor’s degree in a related field such as finance, accounting, or economics
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Resident insurance license, Life & Health
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Minimum of 1 year of experience working in the financial services industry
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Strong customer service, communication, and presentation skills
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Excellent verbal and written communication skills
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Good knowledge of risk management and investment strategies
Nice-to-haves:
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Series 6 or 7
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CFP certification
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Knowledge and proficiency in the use of CRM software and financial data analysis tools
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Strong organizational and time management skills
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Ability to multitask and prioritize
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Proficiency in MS Office
Licensing:
If you do not already have the SIE, Series 7, 66, and/or Life, Accident & Health license, you will work towards obtaining these to offer associated services, in addition to your continued professional development.
Flexible work from home options available.