Financial Advisor

2 weeks ago

New York, United States Forest Hills Financial Group Full time
Job DescriptionJob Description

Forest Hills Financial Group, a member of The Guardian Network®, is looking for individuals like you to join our team as a Financial Advisor. 
 
We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. 

About: 

As a Financial Advisor you will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. As a Financial Representative, you will have the ability to make an impact in your community, have development and career growth opportunities and the flexibility and ability to build your practice in a way that feels authentic to you, serving the clients and communities you choose to work with. 
 
What we offer: 

  • Development and training—locally, virtually and nationally—to support you as you build your practice with us. 

  • Help you obtain your License. 

  • Tools and resources to help you market and grow your practice and communicate efficiently with your prospects and clients. 

  • Mentorship and joint-work opportunities. 

  • A competitive benefits package including Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance and more. 

  • Leadership and career development opportunities including tuition reimbursement and continuing education opportunities. 

Key Traits: 

  • A self‐motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding. 

  • Desire to help others achieve their goals and dreams through cultivating long-term relationships. 

  • Ambitious, entrepreneurial, and looking for career growth and development. 

Responsibilities: 

  • Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a plan with appropriate strategies, products and services. 

  • Develop and maintain a base of clients who value your input and guidance. 

  • Work with clients to keep their financial plans current and aligned with their goals, building relationships with clients that will last for years. 

Requirements: 

  • Must be a US citizen or permanent resident 

  • Obtain appropriate insurance licensing (assistance and study material provided) 

  • Remote/hybrid opportunity from Bergen/Essex/Passaic/Morris/Somerset/Union/Hudson County, New Jersey. Office space is located in New York City. 

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