Financial Advisor

Posted 10 Days Ago
Be an Early Applicant
New York, IN, USA
Hybrid
38K-150K Annually
Junior
Fintech • Insurance • Software • Financial Services
The Role
Build and manage a client portfolio by analyzing financial needs, recommending insurance and financial products, developing customized plans, monitoring markets, researching products, and providing ongoing customer service. Compensation is entirely commission-based, with performance-driven earnings. Advisors must obtain required insurance and securities licenses and continue professional development.
Summary Generated by Built In

Fifth Avenue Financial, a MassMutual firm, is seeking financial advisors to join our team. Our most successful advisors have strong sales abilities and compensation is directly related to performance. This role is 100% commission-based.

As part of our recruitment process, we require a short assessment. This assessment does not measure intelligence, education, or experience. It simply looks at your natural work preferences—like how you prefer to communicate, make decisions, and take in information.

Please click this link to complete it: https://assessment.predictiveindex.com/bo/7B44/FinancialAdvisor_Jul2026_133931

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.

#LI-CO1

#LI-FAF

Skills Required

  • Bachelor's degree in finance, accounting, economics, or a related field
  • Resident insurance license for Life and Health
  • At least 1 year of financial services industry experience
  • Strong customer service, communication, and presentation skills
  • Excellent verbal and written communication skills
  • Knowledge of risk management and investment strategies
  • Series 6 or Series 7 license
  • Series 66, Series 63, or Series 65 license
  • Certified Financial Planner certification
  • CRM software and financial data analysis tools proficiency
  • Strong organizational and time management skills
  • Ability to multitask and prioritize
  • Microsoft Office proficiency
  • Obtain SIE, Series 7, and Series 66 licenses if not already held
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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

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