Financial Services Professional jobs in United States
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Forest Hills Financial Group · 19 hours ago

Financial Services Professional

positionNYC Metro Area
timeFull-time
remoteHybrid
seniorityNew Grad, Entry Level
money$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 individuals and businesses in your community to provide access to financial products and services that protect their assets and help them build wealth for the future.

Financial Services
badNo H1BnoteU.S. Citizen Onlynote
Hiring Manager
Emily Koenig, MBA
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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

Life AccidentHealth CertificationBachelor's degreeEntrepreneurial spiritHigh integrityConfident personalitySelf-motivationGrowth mindset

Required

Must be a US citizen or permanent resident
A bachelor's degree
Life Accident and Health Certification - State Licensure (we provide you with study materials to obtain this)
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 every day
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

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Forest Hills Financial Group is an independent financial services leader, providing customized financial advice and experienced investment.
dateFounded in 1980
location
Rego Park, New York, USA
people-size51-200 employees
web-link
https://www.fhfg.com/

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