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 :
$80,000 at plan yearly
Responsibilities :
- Be a coachable, organized team member interested in pursuing training development and educational opportunities
- 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
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
- Customize financial plans for each client based on his or her professional / work circumstances, life stage, and evolving financial needs
Qualifications :
- Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
- Though not required, a valid FINRA Series 7 & 63 / 66 license is considered a plus
- 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
- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
About Company
The mutual insurance company offers a wide range of products. Will cover costs of licensing, full benefits package. Affiliated with NYLIFE Securities and Eagle Strategies.
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