Forest Hills Financial Group · 13 hours ago
Financial Professional
Melville, NY
Full-time
Hybrid
New Grad, Entry LevelForest Hills Financial Group is an agency of The Guardian Life Insurance Company of America® that has been cultivating top financial advisors since 1980. They are seeking a Financial Professional to deliver financial planning and advisory services, prepare financial reports, and maintain client relationships.
Financial Services
Responsibilities
Delivering financial planning and advisory services
Preparing and analyzing financial reports
Providing clients with personalized financial solutions
Developing financial plans
Conducting financial assessments
Maintaining client relationships with effective communication and follow-ups
Qualification
Required
Business Development experience a plus, training provided
Expertise in Financial Planning and Finance
Strong Analytical Skills and experience in Financial Reporting
Excellent Communication skills, both written and verbal
Ability to work independently and as part of a team
Bachelor's degree in Finance, Accounting, Economics, or related field a plus
Certified Financial Planner (CFP) designation is a plus
Experience in sales, financial advisory or related roles is preferred
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
Company data provided by crunchbase