Fifth Avenue Financial is seeking a financial advisor with experience to join our team. Compensation is 100% commission, earnings are directly related to performance.
Job Responsibilities:
- Build a portfolio of customers and offer financial advice tailored to their specific needs and objectives
- Analyze customer financial situations and provide tailored financial services and insurance products
- Develop customized financial plans for clients that are tailored to their specific goals and objectives
- Monitor markets, research financial products, and stay updated with new developments in the financial sector
- Provide customer service to current and potential MassMutual customers
Required Qualifications:
- 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
- Excellent verbal and written communication skills
- Good knowledge of risk management and investment strategies
Nice-to-haves:
- Series 6 or 7
- Series 66, 63, or 65
- CFP certification
- Knowledge and proficiency in the use of CRM software and financial data analysis tools
- Strong organizational and time management skills
- Ability to multitask and prioritize
- Proficiency in MS Office
Licensing:
If you do not already have the SIE, Series 7, 66, you will work towards obtaining these to offer associated services, in addition to your continued professional development.
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Skills Required
- Bachelor's degree in finance, accounting, or economics
- Resident insurance license, Life & Health
- Minimum of 1 year of experience in the financial services industry
- Strong customer service, communication, and presentation skills
- Good knowledge of risk management and investment strategies
- Series 6 or 7
- Series 66, 63, or 65
- CFP certification
- Knowledge and proficiency in CRM software and financial data analysis tools
- Proficiency in MS Office
- Strong organizational and time management skills
- Ability to multitask and prioritize
- Willingness to obtain SIE, Series 7, and Series 66 if not already held
What We Do
Fifth Avenue Financial (FAF), the largest general agency within the MassMutual family of firms, is a distinguished financial services company. Based in New York City, we are renowned for exceptional service and offer a comprehensive range of insurance and planning solutions to individuals and businesses. With a commitment to tailored strategies and guidance, our team empowers clients to navigate complex financial challenges and secure their financial futures. We have a collaborative team culture and are consistently named as a “Best Places to Work” firm. We invite driven and passionate individuals to explore career opportunities and learn more about our dynamic platform through our website. Securities and investment advisory services offered through registered representatives of MML Investors Services, LLC, Member SIPC. 90 Park Avenue, 17th Floor, New York, NY 10036. (212) 536-6000. Fifth Avenue Financial is not a subsidiary of MassMutual or its affiliated companies. Website http://www.fifthavenuefinancial.com Phone 212-536-6000
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