Financial Advisor
Fifth Avenue Financial • New York, NY8d
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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
Benefits
- 100% commission compensation
- Earnings are directly related to performance
- Continued professional development
Stand Out From the Crowd
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Job Search Resources
Career Resources
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