Experienced Financial Advisor

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.

#LI-FAF