Financial Representative/Wealth Management NYC/Melville
Forest Hills Financial Group is looking for self-motivated individuals to join their network of Financial Professionals. In this role, you will work with clients to understand their financial goals, develop strategies, and provide ongoing support to help them achieve financial security and growth.
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 Bachelors Degree
- Life Accident and Health Certification - State Licensure (we provide you with study materials to obtain this)
- An entrepreneurial spirit and desire to own a business that provides the ability to integrate your life and work – on your terms
- A passion for helping others and making a positive impact in your community
- A growth mindset - willingness to learn more and be better everyday
- Self‐motivation, a confident personality, high integrity, and a strong desire to succeed
Benefits
- Tools and technology to help you appropriately gather, manage, and service your clients.
- Development and training—locally, virtually, and nationally—to support your fast start to this career.
- Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients.
- Mentorship and joint-work opportunities - learn from the best of the best on a regular basis.
- A competitive benefits package including Defined Benefit Plan, 401(k) with Match and Roth options, health, and dental insurance and more.
- Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Flexible spending account
- Health insurance
- Life insurance
- Professional development assistance
- Retirement plan
- Vision insurance
Company Overview