Our firm is rapidly expanding and we are currently looking for a new Financial Advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals.
Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making.
If this sounds like you, apply today!
Compensation :
$75,000 at plan yearly
Responsibilities :
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Customize financial plans for each client based on his or her professional / work circumstances, life stage, and evolving financial needs
- Serve as a collaborative team player willing to further development through continued training opportunities
- Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
Qualifications :
- Though not required, a valid FINRA Series 7 & 63 / 66 license is considered a plus
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
- Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
- A required Bachelor’s degree in business administration, finance, or similarly related field
- Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
About Company
When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness.
We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs.
New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.
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