Financial Advisor

Fifth Avenue Financial•New York, NY

About The Position

Fifth Avenue Financial is seeking a financial advisor with experience to join our team. Compensation is 100% commission, earnings are directly related to performance. Required as part of our recruitment process, please click the link below to complete a quick candidate assessment. This assessment does not measure intelligence, education, or experience. It simply measures work and communication needs: https://assessment.predictiveindex.com/bo/7B44/FinancialAdvisor_Jul2026_133931

Requirements

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

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