Financial Professional
Melville, Suffolk County, New York, 11775, USA
Listed on 2026-03-04
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Finance & Banking
Financial Consultant, Financial Sales, Financial Advisor, Financial Manager
Since 1980, Forest Hills Financial Group (FHFG) has been a leader in delivering exceptional financial services through its team of top-tier advisors. FHFG supports its professionals with extensive resources, leadership mentoring, and opportunities for career development while fostering a strong work-life balance. With multiple locations and over a hundred financial professionals, FHFG prides itself on values of respect, integrity, and loyalty combined with innovative approaches.
RoleDescription:
This is a full-time hybrid role for a Financial Professsional, located in the Melville, Long Island office with flexibility for some work from home. The Financial Professional will build and develop a clientele providjng tailored financial strategies, including insurance and financial planning, retirement solutions, and investment management. Day-to-day responsibilities include prospecting and client development as well as analyzing financial situations, identifying goals, formulating strategies, and presenting suitable recommendations.
The advisor will prioritize client needs, foster strong relationships, and stay informed about financial trends to ensure excellent guidance.
- Proven expertise in financial services to assess and guide clients in achieving their financial goals.
- Strong background business development and client relations
- Experience in providing Financial Advisory services, building trust with clients, and helping them meet their financial objectives.
- Exceptional communication, interpersonal and organizational skills.
- Bachelor’s degree in finance, Economics, or a related field preferred, with applicable industry licenses being a plus.
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