Associate Financial Planner

2 weeks ago

Melville, United States NYL - Melville Full time
Description

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

Responsibilities

•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
•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
•Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
•Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions

Qualifications

•Must have the ability to successfully network and prospect for new clients
•Must live in or near Long Island, Brooklyn, or Queens
•Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
•Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
•A required Bachelor's degree in business administration, finance, or similarly related field
•Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
•Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers

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