Entry-Level Financial Advisor

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking an individual who is looking 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 : $65,000 - $106,000

Responsibilities :

• Serve as a collaborative team player willing to further development through continued training opportunities
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects

Qualifications :

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. Contact New York Life today to discover what making a living while making a difference is all about.