Financial Services Representative
Financial Services Representative
Fifth Avenue Financial
New York, NY
See who Fifth Avenue Financial has hired for this role
The Opportunity
Fifth Avenue Financial is looking for a Financial Services Representative to join our team. Compensation is 100% commission, earnings are directly related to performance. Our office is located in New York, NY and candidates are expected to come into the office on hybrid basis.
Job Responsibilities
If you do not already have the SIE, Series 7, 66, and/or Life, Accident & Health license, you will work towards obtaining these to offer associated services, in addition to your continued professional development.
Compensation: From $38,000.00 to $150,000.00 per year
Fifth Avenue Financial is looking for a Financial Services Representative to join our team. Compensation is 100% commission, earnings are directly related to performance. Our office is located in New York, NY and candidates are expected to come into the office on hybrid basis.
Job Responsibilities
- Build a portfolio of customers and offer financial advice tailored to their specific needs and objectives
- Analyze customer financial situations and provide tailored financial services and insurance products
- Develop customized financial plans for clients that are tailored to their specific goals and objectives
- Monitor markets, research financial products, and stay updated with new developments in the financial sector
- Provide customer service to current and potential MassMutual customers
- Bachelor’s degree in a related field such as finance, accounting, or economics
- Internship or some experience in the Financial Services industry
- Strong customer service, communication, and presentation skills
- Excellent verbal and written communication skills
- Good knowledge of risk management and investment strategies
- Life, Accident, Health resident license
- Knowledge and proficiency in the use of CRM software and financial data analysis tools
- Strong organizational and time management skills
- Ability to multitask and prioritize
- Proficiency in MS Office
If you do not already have the SIE, Series 7, 66, and/or Life, Accident & Health license, you will work towards obtaining these to offer associated services, in addition to your continued professional development.
Compensation: From $38,000.00 to $150,000.00 per year
-
Seniority level
Mid-Senior level -
Employment type
Contract -
Job function
Finance and Sales -
Industries
Financial Services
Referrals increase your chances of interviewing at Fifth Avenue Financial by 2x
See who you knowGet notified about new Financial Services Representative jobs in New York, NY.
Sign in to create job alertSimilar jobs
People also viewed
-
Financial Analyst (Remote)
Financial Analyst (Remote)
-
Associate – Asset Backed Securitization Group
Associate – Asset Backed Securitization Group
-
Venture Capital Associate
Venture Capital Associate
-
Finance Analyst
Finance Analyst
-
Private Equity Associate
Private Equity Associate
-
Private Wealth Associate
Private Wealth Associate
-
Private Equity Associate
Private Equity Associate
-
Credit Investment Associate
Credit Investment Associate
-
Private Credit Investment Associate/ Senior Associate
Private Credit Investment Associate/ Senior Associate
-
2025 CIB Investment Banking Summer Analyst Program – US
2025 CIB Investment Banking Summer Analyst Program – US
Looking for a job?
Visit the Career Advice Hub to see tips on interviewing and resume writing.
View Career Advice Hub