Financial Consultant - Investment Services

Financial Consultant - Investment Services

Brooklyn, NY, USA Job Description

Posted Tuesday, November 4, 2025 at 5 : 00 AM

Flushing Bank - Financial Consultant - Investment Services

Serving Others is Our Passion : As a growing member of the community for more than 90 years, Flushing Bank is dedicated to supporting and serving the individuals, families, professionals, and businesses in Brooklyn, Queens, Manhattan, and on Long Island.

WE can offer YOU : Medical, Dental, & Vision Insurance, Short Term & Long Term Disability, Group Term Life, 401K Plus Employer Match, Paid Time Off, 11 Paid Holidays, Employee Referral Program, generous Incentive Programs, Volunteer Opportunities, and a Supportive Environment Focused on Learning and Advancement.

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

The Financial Consultant strives 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.

Requirements :

• 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
• 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 :

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