Hybrid Financial Advisor | Build Wealth & Community Impact

Forest-Hills-Financial-Group; New York (NY); On-site; USD 90,000 - 100,000; Full time

Benefits offered by this job

Life Insurance

Vision Insurance

401(k)matching

Flexible spending account

Health insurance

Job summary

Forest Hills Financial Group is seeking Financial Advisor candidates for a hybrid role based in the New York metropolitan area. You will develop and maintain a client base, assess goals and current finances, and tailor strategies with suitable products.

You’ll build lasting relationships and provide ongoing guidance to help clients meet their financial objectives. The position emphasizes entrepreneurial initiative, continuous learning, and strong client service.

Qualifications

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

Responsibilities

• 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.

Education

A four‑year college degree (Preferred)

Job description

Forest Hills Financial Group is seeking Financial Advisor candidates for a hybrid role based in the New York metropolitan area. You will develop and maintain a client base, assess goals and current finances, and tailor strategies with suitable products.

You’ll build lasting relationships and provide ongoing guidance to help clients meet their financial objectives. The position emphasizes entrepreneurial initiative, continuous learning, and strong client service.