Senior Financial Consultant

3 weeks ago


New York, New York, United States Fifth Avenue Financial Full time
Job Overview

Fifth Avenue Financial is seeking a skilled financial advisor to provide expert guidance to clients. The ideal candidate will have a strong background in financial services and a proven track record of success.

Key Responsibilities:

  • Develop and implement customized financial plans for clients
  • Analyze client financial situations and provide tailored financial services and insurance products
  • Build and maintain strong relationships with clients through exceptional customer service
  • Stay up-to-date with market trends and new developments in the financial sector

Requirements:

  • Bachelor's degree in a related field such as finance, accounting, or economics
  • Resident insurance license, Life & Health
  • Minimum of 1 year of experience working in the financial services industry
  • Strong customer service, communication, and presentation skills

Nice-to-Haves:

  • Series 6 or 7
  • CFP certification
  • Knowledge and proficiency in the use of CRM software and financial data analysis tools


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