Financial Services Professional

16 hours ago


New York, New York, United States Forest Hills Financial Group Full time
Financial Advisor Role

Forest Hills Financial Group, a member of The Guardian Network, is seeking a Financial Advisor to work with individuals and businesses in the New York Metropolitan Market. This is a HYBRID position, requiring a strong work ethic and high integrity.

About the Role:

As a Financial Advisor, you will work with clients to understand their goals, concerns, and current financial information. You will analyze this information to create a plan with appropriate strategies, products, and services.

Key Responsibilities:

  • 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.
  • Analyze information to create a plan with appropriate strategies, products, and services.

Requirements:

  • Must be a US citizen or permanent resident.
  • Obtain appropriate insurance licensing (assistance and study material provided).
  • This is a HYBRID position. Candidates must live in the New York Metropolitan Market.

What We Offer:

  • Development and training to support you as you build your practice.
  • Tools and resources to help you market and grow your practice.
  • A competitive benefits package, including a Defined Benefit Plan, 401(k) with Match, and health and dental insurance.


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