Financial Advisor

Posted 4 Days Ago
Be an Early Applicant
New York, IN, USA
Hybrid
50K-175K Annually
Junior
Fintech • Insurance • Software • Financial Services
The Role
Build and grow a client base through networking and prospecting. Provide customized financial strategies across wealth accumulation, retirement planning, risk management, and asset protection. Develop long-term client relationships, generate new business, and continuously improve through coaching and professional development. Compensation is commission-based and tied to production and client growth.
Summary Generated by Built In

Build Your Practice. Lead Your Future.

The most successful financial advisors don't seek ceilings. They seek opportunity.

At Fifth Avenue Financial (FAF), a leading wealth management firm within the MassMutual network, we're looking for driven, entrepreneurial professionals who want to build a successful practice, develop meaningful client relationships, and create a level of financial success directly tied to their performance.

This is a commission-based opportunity where compensation is directly tied to production, client acquisition, and business growth. It is designed for individuals who are motivated by achievement, personal accountability, and the ability to directly influence their own income and career path.

Who We Are

Fifth Avenue Financial is a leading wealth management firm within the MassMutual network, serving individuals, families, business owners, and professionals throughout the New York metropolitan area.

Our advisors are empowered to operate as business builders, trusted consultants, and long-term partners to their clients. We provide the training, mentorship, resources, and support necessary to help ambitious professionals transform their potential into measurable success.

Why High Performers Choose Fifth Avenue Financial

Performance Drives Reward

Unlike traditional salaried roles, your compensation is directly tied to your production, client impact, and business growth. High-performing advisors have the opportunity to build substantial recurring income and long-term enterprise value.

Entrepreneurial Freedom

Operate with the independence of a business owner while leveraging the resources, reputation, and support of an established wealth management organization.

Unlimited Income Potential

There are no artificial caps on achievement. Your effort, discipline, business development activity, and client relationships determine your success.

Coaching & Development

Access mentorship, industry-leading training, professional development resources, and ongoing support designed to accelerate your growth.

What You'll Do

· Build and grow your own client base through networking, referrals, and business development activities

· Develop long-term relationships with individuals, families, and business owners

· Create customized financial strategies aligned with clients' goals

· Serve as a trusted advisor across wealth accumulation, retirement planning, risk management, and asset protection

· Generate new business opportunities through direct prospecting and relationship-building

· Continuously improve your expertise through coaching, training, and professional development

Application Process

As part of our recruitment process, candidates are asked to complete a brief assessment. This assessment does not measure intelligence, education, experience, or technical knowledge. It simply helps us understand your natural work preferences, including how you communicate, make decisions, and work with others.

Please complete the assessment here: https://assessment.predictiveindex.com/bo/7B44/FinancialAdvisor_Jul2026_133931

Who Thrives Here

Our most successful advisors are:

· Entrepreneurial and self-motivated

· Comfortable being accountable for results

· Energized by networking and relationship building

· Resilient and persistent when pursuing goals

· Strong communicators who influence and inspire confidence

· Driven to build a business, not simply hold a job

Qualifications

· Bachelor's Degree required

· Minimum of 1 year of experience in the Financial Services industry

· Active LAH required – SIE, Series 7 & 66 preferred

· Demonstrated success in sales, business development, relationship management, consulting, finance, or other client-facing environments

· Strong communication and interpersonal skills

· Proven ability to build trust and influence others

· Entrepreneurial mindset with a desire to grow a business

· Financial services experience preferred but not required for exceptional candidate

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.

Important Notice

Fifth Avenue Financial will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks, make an investment in any product or service, or provide sensitive information such as credit card numbers or banking PIN numbers as part of our hiring process.

If you are contacted by anyone requesting information of this nature, please contact us directly to verify the legitimacy of the request.

Skills Required

  • Bachelor's Degree
  • Minimum of 1 year experience in the Financial Services industry
  • Active LAH license
  • SIE, Series 7, Series 66 (preferred)
  • Demonstrated success in sales, business development, or client-facing roles
  • Strong communication and interpersonal skills
  • Proven ability to build trust and influence others
  • Entrepreneurial mindset and desire to grow a business
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: New York, New York
108 Employees
Year Founded: 2009

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

Similar Jobs

Bank of America Logo Bank of America

Financial Solutions Advisor - Indianapolis Market

Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
In-Office
Greenwood, IN, USA
208000 Employees
Hybrid
New Castle, IN, USA
472 Employees
70K-120K Annually

Bank of America Logo Bank of America

Financial Solutions Advisor Consumer Investments - Greenville Market

Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
In-Office
5 Locations
208000 Employees

Lee, Nolan & Koroghlian, LLC Logo Lee, Nolan & Koroghlian, LLC

Financial Advisor

Insurance • Financial Services
Hybrid
New York, IN, USA
84 Employees
50K-100K Annually

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account