Financial Services Advisor - Client-Focused Planning (Hybrid)

MassMutual; New York (NY); Hybrid; USD 60,000 - 120,000; Full time

Job summary

A financial services firm in New York seeks a Financial Services Representative to help clients by building tailored financial plans and advising on financial products. Responsibilities include analyzing customer needs and developing investment strategies. Ideal candidates should have a Bachelor's degree in a related field and strong communication skills. The role offers flexible commission-based compensation with a hybrid office model.

Qualifications

• Bachelor's degree in finance, accounting, or economics required.
• Internship or experience in Financial Services industry preferred.
• Excellent verbal and written communication skills are necessary.

Responsibilities

• Build a portfolio of customers and provide tailored financial advice.
• Analyze and monitor customer financial situations.
• Develop customized financial plans for clients.

Skills

Strong customer service

Communication skills

Presentation skills

Education

Bachelor’s degree in finance, accounting, or economics

Tools

CRM software

Financial data analysis tools

MS Office

Job description

A financial services firm in New York seeks a Financial Services Representative to help clients by building tailored financial plans and advising on financial products. Responsibilities include analyzing customer needs and developing investment strategies. Ideal candidates should have a Bachelor's degree in a related field and strong communication skills. The role offers flexible commission-based compensation with a hybrid office model.