Apply on Employer Site

Forest Hills Financial Group · 15 hours ago

Financial Representative/Wealth Management NYC/Melville

New York, NY

Full-time

Hybrid

New Grad, Entry Level

$50K/yr - $105K/yr

Forest Hills Financial Group is looking for self-motivated individuals to join their network of Financial Professionals. In this role, you will work with clients to understand their financial goals, develop strategies, and provide ongoing support to help them achieve financial security and growth.

Financial Services

No H1B

U.S. Citizen Only

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

Life AccidentHealth CertificationBachelor's DegreeEntrepreneurial spiritSelf-motivationGrowth mindset

Required

Must be a US citizen or permanent resident

A Bachelors Degree

Life Accident and Health Certification - State Licensure (we provide you with study materials to obtain this)

Preferred

An entrepreneurial spirit and desire to own a business that provides the ability to integrate your life and work – on your terms

A passion for helping others and making a positive impact in your community

A growth mindset - willingness to learn more and be better everyday

Self‐motivation, a confident personality, high integrity, and a strong desire to succeed

Benefits

401(k)

401(k) matching

Dental insurance

Flexible schedule

Flexible spending account

Health insurance

Life insurance

Professional development assistance

Retirement plan

Vision insurance

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

Rego Park, New York, USA

51-200 employees

https://www.fhfg.com/

Funding

Current Stage

Growth Stage

Leadership Team

Amy Salo CFP®, CAP®, CExP™

Managing Partner

David A. Perlmutter

Managing Partner

Recent News

PR Newswire

Baron Silver Stevens Financial Advisors, LLC Welcomes Ian Keller as Associate Wealth Advisor

2025-09-17

Ferlita Nussel Dowell Financial Group

Ferlita Nussel Dowell Financial Group Launches Personalized Financial Services to Support Investors During Market Turbulence

2025-07-24

Company data provided by crunchbase