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    Experienced Financial Advisor - Stamford, United States - Fifth Avenue Financial

    Fifth Avenue Financial
    Fifth Avenue Financial Stamford, United States

    4 weeks ago

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    Description

    Job Description

    Job DescriptionThe Opportunity:

    Fifth Avenue Financial is looking for a financial advisor with experience to join our team. Compensation is 100% commission, earnings are directly related to performance. Our office is located in New York, NY and candidates are expected to come into the office on hybrid basis.

    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
    Desired Qualifications:
    • Bachelor's degree in a related field such as finance, accounting, or economics
    • Resident insurance license, Life & Health
    • Minimum of 3 years 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
    • 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

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