Entry Level Financial Advisor
1 week ago
$84,000 plus Benefits
Responsibilities:- Serve as a collaborative team player willing to further development through continued training opportunities
- Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
- 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
- A required Bachelor’s degree in business administration, finance, or similarly related field
- Valid FINRA Series 7 & 63/66 preferred but not required
- Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
- Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
New York Life, established in 1845, is one of the most respected and successful companies in America and internationally. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long-term care insurance. New York Life Investment Management LLC provides institutional asset management and retirement plan services. Other New York Life affiliates provide an array of securities products and services, as well as institutional and retail mutual funds.
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