Growth‑Oriented Financial Advisor

Barnum Financial Group; New York (NY); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Personal coaching from proven winners

Customized marketing support

Access to a broad range of products

Tools to manage practice and support sales process

Job summary

A financial services firm in New York is seeking a Financial Services Representative to provide essential financial guidance and build client relationships. The ideal candidate will possess strong interpersonal, organizational, and communication skills, alongside a goal-oriented mindset and a solid work ethic. Responsibilities include prospecting clients, participating in training programs, and delivering tailored financial solutions. This role offers a supportive environment with personal coaching and marketing assistance.

Qualifications

• Strong interpersonal, organizational and communication skills.
• Self-starter who is goal oriented.
• Team player with a hearty work ethic.

Responsibilities

• Prospecting, networking and obtaining clients through various methods and strategies.
• Participate in our state of the art Advisor Pro Training program.
• Developing and maintaining long-term relationships with clients.
• Providing financial solutions for clients through fact gathering and needs analyses.
• Expanding personal knowledge and skills through ongoing professional development.

Skills

Strong interpersonal skills

Organizational skills

Communication skills

Goal-oriented mindset

Team player

Work ethic

Education

BA, BS, and/or Graduate Degree or equivalent work experience

Job description

A financial services firm in New York is seeking a Financial Services Representative to provide essential financial guidance and build client relationships. The ideal candidate will possess strong interpersonal, organizational, and communication skills, alongside a goal-oriented mindset and a solid work ethic. Responsibilities include prospecting clients, participating in training programs, and delivering tailored financial solutions. This role offers a supportive environment with personal coaching and marketing assistance.