Hybrid Financial Advisor — Personal Wealth & Planning

FourLeaf Federal Credit Union; Bethpage (NY); Hybrid; USD 28,800 - 35,200; Full time

Benefits offered by this job

Competitive 401(k)

Tuition reimbursement

Flexible work options

Health benefits

Performance-based bonus

Community volunteering opportunities

Job summary

A community-focused financial institution in New York is seeking a Financial Advisor to provide long-term investment planning services. The ideal candidate will have a strong sales background, experience in the financial market, and relevant certifications. This hybrid role offers a starting salary of $32,000 plus commission and a comprehensive benefits package including medical, dental, and tuition reimbursement, with opportunities for professional growth and community involvement.

Qualifications

• 1-4 years of experience in investments and insurance sales preferred.
• FINRA Series 7, NASD 66 or 65 NYS Life and Health Insurance license required.
• Proficient in PC and Windows.

Responsibilities

• Provide professional Investment Planning Services and Products.
• Establish and maintain member relationships.
• Maintain current knowledge on products and regulatory requirements.

Skills

Investment Planning

Sales Experience

Client Relationship Management

Financial Market Knowledge

Education

Associate's Degree

CFP Certification (preferred)

Tools

MS Excel

MS Access

MS Word

Job description

A community-focused financial institution in New York is seeking a Financial Advisor to provide long-term investment planning services. The ideal candidate will have a strong sales background, experience in the financial market, and relevant certifications. This hybrid role offers a starting salary of $32,000 plus commission and a comprehensive benefits package including medical, dental, and tuition reimbursement, with opportunities for professional growth and community involvement.