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Financial Advisor
3 hours ago
Lenox Advisors Stamford, United StatesIf you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to yo ...
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Financial Advisor
1 week ago
Lenox Advisors Stamford, United StatesIf you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to yo ...
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Financial Advisor
4 days ago
Lenox Advisors Stamford, United StatesIf you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to yo ...
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Financial advisor
1 week ago
Eclipse Solutions Head of the Harbor, United StatesAre you looking to develop your skills and competencies in one of the largest banks in Germany? Look no further than LBBW. Our dedicated and motivated employees are our key to success. With initiative and responsibility, we create sustainable value for our customers. · Reference ...
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Financial Advisor's Assistant
1 week ago
Lead Advisor Stamford, United StatesThe role of the Financial Advisor's Assistant is to provide all aspects of risk product sales support to new financial representatives to ensure their focus remains on client building. Ongoing support for financial representatives and advisors beyond their first year is also prov ...
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Jr. Financial Advisor
1 week ago
gpac Stamford, United StatesLooking for a · Registered Client Associate / Licensed Wealth Management Associate · with at least 3 years of experience in financial services. · Candidate must · have the skill set, drive, and determination to work with all clients. It is a vital component to be comfortable ...
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High Networth Financial Advisor
1 week ago
Talent Focus Executive Search and Consulting Stamford, United StatesTalent Focus is partnering with a distinguished international wealth management institution to identify an exceptional Financial Advisor for their Private Client practice in their waterfront offices in Stamford. · As a Financial Advisor, you will play a pivotal role as a trusted ...
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High Networth Financial Advisor
1 day ago
Talent Focus Executive Search and Consulting Stamford, United StatesTalent Focus is partnering with a distinguished international wealth management institution to identify an exceptional Financial Advisor for their Private Client practice in their waterfront offices in Stamford. · As a Financial Advisor, you will play a pivotal role as a trusted ...
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Affluent Market Financial Advisor
1 week ago
M&T Bank Fairfield, United StatesServes as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investme ...
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Affluent Market Financial Advisor
1 week ago
M&T Bank Fairfield, United States**Overview:** · Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Wor ...
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beBee Handyman University Gardens, NY, United States FreelanceI am in need of comprehensive wealth management guidance. I have a series of financial assets (stocks) that I would like to transfer towards the acquisition and/or purchase of a home, and I would like to receive advice on how much capital to move and how to do so according to my ...
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Financial Advisor
1 week ago
HighTower Advisors Westport, United StatesOur Story · Founded in 2008, Hightower Advisors is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's ...
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Financial Advisor
1 week ago
Insight Global Westport, United StatesOne of our financial services clients are Looking for an experienced advisor with a growth mindset, who will assist with managing a book of HNW clients. The ideal candidate will be able to utilize our rich product portfolio and exceptional prospecting opportunities, to grow the c ...
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Licensed Financial Advisor
1 week ago
National Financial Network New Canaan, United States· Financial Representative - National Financial Network · Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential that will impact your community? · National Financial Network [a member of The Guardian Network] is looking f ...
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Financial Advisor
1 week ago
Ten Solutions Bridgeport, United StatesJob Description · Job Description · Financial & Wealth Advisors: Provide financial planning and investment management services to their clients. Clients include people seeking professional management of their savings in order to get better returns, plan for retirement, create p ...
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Licensed Financial Advisor
1 week ago
National Financial Network New Canaan, United StatesJob Description · Job DescriptionFinancial Representative - National Financial Network · Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential that will impact your community? · National Financial Network [a member of The Gu ...
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Financial Advisor
3 days ago
NYL - Melville Melville, United StatesOur firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. S ...
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Financial Advisor
1 week ago
NYL - Melville Melville, United StatesJob Description · Job Description Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clie ...
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Financial Advisor
1 week ago
Forest Hills Financial Group Melville, United StatesJob Description · Job Description · Financial Advisor · Overview · Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential that will impact your community? · Forest Hills Financial Group, a member of The Guardian Network is ...
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Financial Advisor
3 days ago
NYL - Melville Melville, United StatesJob Description · Job DescriptionOur firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients ac ...
Experienced Financial Advisor - Stamford, United States - Fifth Avenue Financial
Description
Job DescriptionJob Description The 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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