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Financial Advisor

Financial Advisor – Early Career Opportunity

Location: Long Island & NYC 

About the Role: Forest Hills Financial Group is seeking driven, relationship‑focused individuals interested in building a long‑term career as a Financial Advisor. This role is ideal for recent graduates who have studied Finance, Risk Management, Entrepreneurship, or related fields and are motivated by the opportunity to make a meaningful impact in the lives of individuals, families, and business owners.

As a Financial Advisor, you will work directly with clients to help them clarify goals, design personalized financial strategies, and implement solutions that support long‑term financial security.

What You’ll Do:

  • Build and manage a client base through networking, referrals, and community engagement
  • Conduct financial discovery meetings and develop tailored recommendations
  • Educate clients on insurance, investment, and planning strategies
  • Implement financial solutions and provide ongoing guidance as clients’ needs evolve
  • Participate in structured training, mentorship, and professional development programs

Preferred Academic Background:

  • Finance
  • Risk Management & Insurance
  • Entrepreneurship
  • Business Administration
  • Economics

Preferred Credentials:

Life & Health Insurance License

Securities Industry Essentials (SIE)

Candidates without these credentials will have the opportunity to pursue them with guidance and support.

 

What We’re Looking For:

  • Strong communication and interpersonal skills
  • Entrepreneurial mindset and interest in building a client‑focused practice
  • High level of integrity, professionalism, and follow‑through
  • Ability to work independently and within a collaborative team environment
  • Desire to make a meaningful impact through financial education and planning

What We Offer

  • Comprehensive training and mentorship
  • Professional licensing support
  • Competitive compensation structure
  • Growth opportunities within a purpose‑driven, client‑centered firm
  • If you’re motivated, people‑oriented, and excited about a career where your impact grows as you do, we’d love to connect.