Job Description
Job Description
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.
Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!
Compensation:
$68,500 - $189,000
Responsibilities:
- Be a coachable, organized team member interested in pursuing training development and educational opportunities
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
- Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
- We will provide Training/Development, Digital Tools, Personal Mentorship, and Training Pay Structure.
- You will also have the power to determine your own income with our commission-based compensation.
Qualifications:
- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
- A required Bachelor’s degree in business administration, finance, or similarly related field
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
About Company
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.