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 :
$107,500+ at plan commission
Responsibilities :
- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
- 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
- Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
- 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
Qualifications :
- Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
- Requires a Bachelor’s degree in business administration, finance, or other related field
- Though not required, a valid FINRA Series 7 & 63 / 66 license is considered a plus
- 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
- Candidate is required to hold either a US passport, a green card or a regular renewable EAD (we are not able to contract with F1 Visa - OPT - CPT)
About Company
New York Life’s mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions.
We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term.
We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society.
Everything we do has one overriding purpose : to be there when our policy owners need us.
New York Life is an Equal Opportunity Employer M / F / Veteran / Disability / Sexual Orientation / Gender Identity New York Life 51 Madison Ave, New York, NY
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