Top Financial Analysis Executive plans and directs all aspects of an organization's financial analysis projects and statistical studies. Evaluates organizational projects or plans to determine financial impact. Being a Top Financial Analysis Executive identifies short term and long term business plans conducting with standard financial policies and regulated procedures. Ensures projects or departments are working towards achievement of the organization's financial goals. Additionally, Top Financial Analysis Executive requires a bachelor's degree. Typically reports to an Executive. The Top Financial Analysis Executive manages a business unit, division, or corporate function with major organizational impact. Establishes overall direction and strategic initiatives for the given major function or line of business. Has acquired the business acumen and leadership experience to become a top function or division head. (Copyright 2024 Salary.com)
Fifth Avenue Financial is looking for a financial advisor with experience 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.
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
Resident insurance license, Life & Health
Minimum of 3 years of experience working 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
Series 6 or 7
CFP certification
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
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0 Top Financial Analysis Executive jobs found in New Suffolk, NY area