Forest Hills Financial Group · 18 hours ago
Financial Advisor
NYC Metro Area
Full-time
Hybrid
Mid LevelForest Hills Financial Group (FHFG) has been a leader in delivering exceptional financial services since 1980. They are seeking a Financial Advisor to collaborate with clients on tailored financial strategies, including financial planning and investment management.
Financial Services
Responsibilities
Analyzing clients’ financial situations
Identifying goals
Formulating strategies
Presenting suitable recommendations
Prioritize client needs
Foster strong relationships
Stay informed about financial trends to ensure excellent guidance
Qualification
Required
Proven expertise in Financial Planning and Finance to assess and guide clients in achieving their financial goals
Strong background in Retirement Planning and Investments to develop strategic and efficient plans for clients' futures
Experience in providing Financial Advisory services, building trust with clients, and helping them meet their financial objectives
Exceptional analytical, communication, and interpersonal skills, with the ability to explain complex financial concepts clearly
Preferred
Bachelor's degree in finance, Economics, or a related field preferred, with applicable industry licenses being a plus
Company
Forest Hills Financial Group
Forest Hills Financial Group is an independent financial services leader, providing customized financial advice and experienced investment.
Founded in 1980
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Amy Salo CFP®, CAP®, CExP™
Managing Partner
David A. Perlmutter
Managing Partner
Recent News
Ferlita Nussel Dowell Financial Group
2025-07-24
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