Hybrid Financial Advisor - Build Wealth & Help Community

Forest Hills Financial Group; Melville (NY); Hybrid; USD 90,000 - 100,000; Full time

Benefits offered by this job

Life Insurance

Flexible schedule

Vision Insurance

401(k)matching

Flexible spending account

Health insurance

Dental insurance

Retirement plan

Job summary

Forest Hills Financial Group, a member of The Guardian Network, is seeking a Financial Advisor. This HYBRID role requires living in the New York Metropolitan Market with office space in New York City, Melville, NY, and New Jersey.

You will work with clients to understand goals and provide access to financial products to protect assets and build wealth. As a Financial Professional you will analyze information, create tailored strategies, develop a client base, and nurture long-term relationships.

Qualifications

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

Responsibilities

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

Skills

Self-motivation

Entrepreneurial spirit

Lifelong learner

Helping others

Education

Four-year college degree

Job description

Forest Hills Financial Group, a member of The Guardian Network, is seeking a Financial Advisor. This HYBRID role requires living in the New York Metropolitan Market with office space in New York City, Melville, NY, and New Jersey.

You will work with clients to understand goals and provide access to financial products to protect assets and build wealth. As a Financial Professional you will analyze information, create tailored strategies, develop a client base, and nurture long-term relationships.