Job Description
Job Description
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:
$120,555
Responsibilities:
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
- 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
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
Qualifications:
- A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
- Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
About Company
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ 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. At New York Life, you’re in control of your career journey. Training you in valuable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success. We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity.