Experienced Financial Professional - Midtown NYC
Forest Hills Financial Group is seeking self-motivated individuals to join their network of Financial Professionals. In this role, you will work with individuals and businesses to provide access to financial products and services, helping them protect their assets and build wealth for the future.
Responsibilities
- Working with clients to understand their goals, concerns, and current financial information
- Analyzing information to create a strategy with appropriate products and services
- Developing and maintaining a base of clients who value your input and guidance
- Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years
Skills
- Must be a US citizen or permanent resident
- A four‐year college degree
- Obtain appropriate licensing
- 1+ years financial services experience
- Life, Accident, and Health Insurance License
- FINRA SIE, series 7, series 66
Benefits
- Defined Benefit Plan
- 401(k) with Match and Roth options
- Health and dental insurance
- Tuition reimbursement
- Continuing education opportunities
Company Overview