Fifth Avenue Financial · 1 day ago
Financial Advisor
NYC Metro Area
Full-time
Onsite
Entry Level
1+ years expFifth Avenue Financial is seeking a financial advisor with experience to join their team. The role involves building a portfolio of customers, analyzing financial situations, and developing customized financial plans tailored to clients' needs.
Financial ServicesInsuranceLendingLife Insurance
Hiring Manager
Caroline O'Roark
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
Qualification
Required
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
Preferred
Bachelor's degree in a related field such as finance, accounting, or economics
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
Company
Fifth Avenue Financial
Fifth Avenue Financial offers term and universal life insurance that also includes marketing support, product positioning, and strategies.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Naresh H. Singh, CISSP
Chief Technology Officer
Christina Mantzaris
CFO-COO at Fifth Avenue Financial
Recent News
2025-01-29
Company data provided by crunchbase