Financial Advisor
Fifth Avenue Financial · New York, New York, United States
FULL TIME
Job Description
Fifth Avenue Financial, a MassMutual firm, is seeking financial advisors to join our team. Our most successful advisors have strong sales abilities and compensation is directly related to performance. This role is 100% commission-based.
Apply below after reading through all the details and supporting information regarding this job opportunity.
As part of our recruitment process, we require a short assessment. This assessment does not measure intelligence, education, or experience. It simply looks at your natural work preferences—like how you prefer to communicate, make decisions, and take in information. Please click this link to complete it: Responsibilities:Build a portfolio of customers and offer financial advice tailored to their specific needs and objectivesAnalyze customer financial situations and provide tailored financial services and insurance productsDevelop customized financial plans for clients that are tailored to their specific goals and objectivesMonitor markets, research financial products, and stay updated with new developments in the financial sectorProvide customer service to current and potential MassMutual customers
Required Qualifications:Resident insurance license, Life & HealthMinimum of 1 year of experience working in the financial services industryStrong customer service, communication, and presentation skillsExcellent verbal and written communication skillsGood knowledge of risk management and investment strategies
Nice-to-haves:Bachelor’s degree in a related field such as finance, accounting, xzbcwsv or economicsSeries 6 or 7Series 66, 63, or 65CFP certificationKnowledge and proficiency in the use of CRM software and financial data analysis toolsStrong organizational and time management skillsAbility to multitask and prioritizeProficiency 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.
Apply below after reading through all the details and supporting information regarding this job opportunity.
As part of our recruitment process, we require a short assessment. This assessment does not measure intelligence, education, or experience. It simply looks at your natural work preferences—like how you prefer to communicate, make decisions, and take in information. Please click this link to complete it: Responsibilities:Build a portfolio of customers and offer financial advice tailored to their specific needs and objectivesAnalyze customer financial situations and provide tailored financial services and insurance productsDevelop customized financial plans for clients that are tailored to their specific goals and objectivesMonitor markets, research financial products, and stay updated with new developments in the financial sectorProvide customer service to current and potential MassMutual customers
Required Qualifications:Resident insurance license, Life & HealthMinimum of 1 year of experience working in the financial services industryStrong customer service, communication, and presentation skillsExcellent verbal and written communication skillsGood knowledge of risk management and investment strategies
Nice-to-haves:Bachelor’s degree in a related field such as finance, accounting, xzbcwsv or economicsSeries 6 or 7Series 66, 63, or 65CFP certificationKnowledge and proficiency in the use of CRM software and financial data analysis toolsStrong organizational and time management skillsAbility to multitask and prioritizeProficiency 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.
Details
| Company | Fifth Avenue Financial |
| Location | New York, New York, United States |
| Type | FULL TIME |
| Niche | finance |
