Financial Advisor

2 weeks ago


Melville, United States New York Life - Carpio Team Full time

OverviewWe’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. You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As a Financial Advisor, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients. We are currently only accepting applicants located in Long Island and Queens, New York, All other applicants will not be considered.ResponsibilitiesSupport clients’ progress toward their financial goals through strategic product, plan, and investment recommendationsGather 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 managementSeek, identify, and secure strong relationships with new clients by serving as their trusted financial advisorEmbrace the role of a structured yet coachable team player open to continued education and training from other team membersQualificationsCompetitiveDrivenGo-getterCoachableCommunicativeSelf-disciplinedAuthenticCompensation$120,000+ at plan earnings #J-18808-Ljbffr


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