A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
Join a Team That's Redefining Financial Services Forest Hills Financial Group, a proud member of The Guardian Network®, is expanding—and we're looking for driven, relationship-focused professionals to join our team of financial advisors in Melville, NY. If you're a standout in sales, insurance, or financial services and ready to take your career to the next level, we want to meet you. This is a hybrid role. Candidates must reside near the Long Island area and be able to commute to our Melville office.
What You'll Do:
As a Financial Professional, you'll be more than an advisor —you'll be a trusted advocate. You'll help individuals and businesses protect what matters, understand their financial landscape, and build lasting wealth. You'll serve your community with integrity, insight, and impact.
What We Offer:
We invest in your success from day one: Cutting-edge tools & technology to manage and grow your client relationships Robust training & development—local, virtual, and national programs Marketing support & resources to build your brand and expand your reach Mentorship & joint-work opportunities with seasoned professionals Leadership pathways including tuition reimbursement and continuing education Supportive culture with superior service and back-office support Dedicated Private Client Group team for sophisticated financial planning needs
Compensation:
First-year producers typically earn $90K-$100K, including uncapped commissions and renewal income starting in year two.
Ideal Candidates:
We're looking for professionals who are: Passionate about helping others achieve financial confidence Entrepreneurial spirit, coachable, and committed to growth Skilled communicators with a history of building strong relationships Self-motivated high performers driven by success
Requirements:
Bachelor's degree preferred Experienced producers: 2+ years in financial services experience with an established book of business Career changers: 4+ years of success in a prior field preferably in sales or business development.
Benefits:
Licensing reimbursement & sponsorship (SIE, Series 7 & 66) Full benefits package including Health, Dental & Vision insurance Two retirement plans, defined benefit plan and 401k with a match Flexible schedule Opportunities for growth
Job Type:
Full-time Pay:
$90,000.00 - $150,000.00 per year
Benefits:
401(k) matching Dental insurance Flexible schedule Health insurance Life insurance Professional development assistance Retirement plan Vision insurance
