Forest Hills Financial Group · 2 hours ago
Financial Advisor
Melville, NY
Full-time
Onsite
New Grad, Entry Level
$90K/yr - $100K/yrForest Hills Financial Group is a member of the Guardian Network, seeking a Financial Advisor to help clients reach their financial objectives. The role involves working with clients to understand their goals, analyzing financial information, and developing strategies to maintain client relationships.
Financial Services
No H1B
U.S. Citizen OnlyHiring Manager
Jillian Kashuba
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
Required
Must be a US citizen or permanent resident
Four-year college degree
Obtain appropriate licensing
Preferred
A passion for helping others and making a positive impact in your community
An entrepreneurial spirit and desire to own a business that provides the ability to integrate your life and work – on your terms
A lifelong learner mentality with a desire to continue growing professionally
Self-motivation, a confident personality, high integrity, and a strong desire to succeed
Benefits
Defined Benefit Plan
401(k) with Match and Roth options
Health and dental insurance
Tuition reimbursement
Continuing education opportunities
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