Financial Advisor

Forest Hills Financial Group; Village of Pelham (NY); On-site; USD 24,000 - 100,000; Full time

Benefits offered by this job

401(k) matching

Health insurance

Life Insurance

Vision Insurance

Flexible spending account

Continuing education opportunities

Job summary

A financial services firm is seeking a Financial Advisor to advocate for clients while enhancing community service. Ideal candidates are self-motivated with strong integrity and a passion for helping others. Responsibilities include client management, financial strategy development, and maintaining relationships for years. The role includes commission-based pay and various benefits such as health insurance and 401(k) matching.

Qualifications

• Passion for helping others and making a positive impact in the community.
• Desire to own a business that integrates life and work.
• Lifelong learner mentality with a desire to grow.

Responsibilities

• Develop and maintain a base of clients who value your input.
• Understand client goals, concerns, and financial information.
• Analyze information to create financial strategies.

Skills

Self-motivation

Confident personality

Integrity

Client relationship building

Education

Four-year college degree

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.

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

Requirements

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

Pay

Commission
Bonus

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.

Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Park Avenue Securities LLC (PAS) is a wholly‑owned subsidiary of The Guardian Life Insurance Company of America (Guardian) located at 10 Hudson Yards, New York, NY 10001. PAS is a registered broker‑dealer offering competitive investment products, as well as a registered investment advisor offering financial planning and investment advisory services. PAS is a member of FINRA and SIPC. 2023-155774 (Exp. 5/25)