Financial Consultant
Flushing Bank

Job Title: Financial Consultant

We are seeking a motivated & ambitious Financial Consultant to join our team!

Financial Consultant strive to understand their client's goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives.

Strong communication skills and the ability to operate in a team setting are a must.

Requirement:

• NASD Licenses (ex: series 7, 63 and 65 or 66)
  
• New York State Insurance License
  
• High School Diploma/G.E.D - Bachelors Degree preferred
  
• NASD/FINRA background record check - Satisfactory
  
• 2 or more years of Banking or Brokerage industry experience preferred
  
• Certified Financial Planner (CFP) designation desired
  
• Must be able to adapt to working in multiple locations
  
  Position Overview:
  
  Provide sound financial advice to customers by evaluating their financial condition, needs and future goals. Must keep abreast of procedures and maintains a current knowledge of products and services offered. Must meet sales goals as established by management.
  
  Responsibilities:
  
  • Develop sales leads through prospecting and branch interaction
  
  • Coach and mentor branch staff on sales techniques
  
  • Profile customers and prospects and assess their financial needs
  
  • Make suitable recommendations
  
  • Expand customer relationships
  
  • Refer back to Bank staff
  

EOE, including disability/veterans
Other details

• Pay Type Salary

Apply Now

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• Brooklyn, NY, USA

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