Job Description
Job Description
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry!
Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!
Compensation:
$75,000 - $125,000 yearly
Responsibilities:
- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
- 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
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
Qualifications:
- Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
- Requires a Bachelor’s degree in business administration, finance, or other related field
- Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
About Company
About New York Life...
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.
We’re proud of our financial strength.5
- A++ Superior (A.M. Best)
- AAA Exceptionally Strong (Fitch)
- Aaa Exceptional (Moody’s)
- AA+ Very Strong (Standard & Poor’s
We’re proud to be recognized by organizations that also value diversity.
- Human Rights Campaign: 2022 Corporate Equality Index
- Forbes 2022: America’s Best Employers for Diversity
- Latino Leaders 2022 Best Companies for Latinos to Work For