Financial Advisor

TEEMA Solutions Group; New York (NY); Hybrid; USD 90,000 - 100,000; Full time

Benefits offered by this job

Life Insurance

Vision Insurance

401(k) matching

Flexible spending account

Health insurance

Tuition reimbursement

Continuing education

Job summary

Forest Hills Financial Group, a Guardian Network member, is seeking a Financial Advisor in a hybrid role. Candidates must live in the New York Metropolitan Market; office locations include New York City, Melville, NY, and New Jersey.

You will build client relationships, assess goals and current financial information, and develop tailored strategies across available products and services to help clients protect assets and plan for the future. Training, tools, and growth opportunities are provided.

Qualifications

• Must be a US citizen or permanent resident.
• A four-year college degree (Preferred).
• Entrepreneurial mindset with motivation to own and grow a book of business.

Responsibilities

• Develop and maintain a client base.
• Understand clients' goals and current financial information.
• Analyze information to create strategies with appropriate products and services.
• Build long-term relationships with clients and maintain their financial plans.

Skills

Self-motivation

Entrepreneurial spirit

Strong drive to succeed

Lifelong learner

Education

Bachelor’s degree (Preferred)

Job description

Forest Hills Financial Group, a member of The Guardian Network®, is looking for individuals like you to join our team as a Financial Advisor.

This is a HYBRID position. Candidates must live in the New York Metropolitan Market. Office space is located in New York City, Melville, New York and New Jersey.

Overview

As a Financial Professional, you will be an advocate for your clients, continually enhancing, enriching, and serving your community.

Forest Hills Financial Group (FHFG) is looking for self‑motivated individuals like you to join our network of Financial Professionals. You will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future.

You possess…

• A passion for helping others and making a positive impact in your community.
• An entrepreneurial spirit and desire to own a business that provides the ability to integrate your life and work – on your terms.
• A lifelong learner mentality with a desire to continue growing.
• Self‑motivation, a confident personality, high integrity, and a strong desire to succeed.

What you’ll be doing…

• Developing and maintaining a base of clients who value your input and guidance.
• Working with clients to understand their goals, concerns, and current financial information.
• Analyzing information to create a strategy with appropriate products and services.
• Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years.

What we provide…

• Tools and technology to help you appropriately gather, manage, and service your clients.
• Development and training—locally, virtually, and nationally—to support your educational needs.
• Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients.
• Mentorship and joint‑work opportunities.
• Superior service and support.
• Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.
• The Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two.

Requirements

• Must be a US citizen or permanent resident.
• A four‑year college degree (Preferred).

Pay:

• Commission
• Bonus

Benefits

• Life Insurance
• Vision Insurance
• 401(k) matching
• Flexible spending account
• Health insurance

Who we are…

Guardian has been helping people protect their future and secure their lives for more than 160 years. Every day, we serve 29 million people by helping them and their families pursue financial confidence and well‑being in life, health, and wealth. We help families find financial confidence and help people plan for retirement. We help companies take care of their employees. And we help both recover and thrive in times of unexpected loss.