Financial Advisor jobs in United States
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Forest Hills Financial Group · 3 days ago

Financial Advisor

Forest Hills Financial Group is a member of The Guardian Network® looking for individuals to join as Financial Advisors. In this role, you will advocate for clients by providing access to financial products and services, helping them understand their financial life, and building wealth for the future.

Financial Services
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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

Qualification

Financial analysisClient relationship managementLicensingEntrepreneurial mindsetLifelong learningSelf-motivationIntegrity

Required

Must be a US citizen or permanent resident
Obtain appropriate licensing

Preferred

A four‐year college degree

Benefits

Life Insurance
Flexible schedule
Vision Insurance
401(k)matching
Flexible spending account
Health insurance
Dental insurance
Retirement plan

Company

Forest Hills Financial Group

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Forest Hills Financial Group is an independent financial services leader, providing customized financial advice and experienced investment.

Funding

Current Stage
Growth Stage

Leadership Team

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Amy Salo CFP®, CAP®, CExP™
Managing Partner
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David A. Perlmutter
Managing Partner
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Company data provided by crunchbase