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Entry-Level Wealth Advisor

3 months ago

Melville, United States New York Life - Nassau-Suffolk NY Full time
Description

Are you an enthusiastic individual keen on honing your expertise in wealth management and financial planning? Join our Melville team as an Entry-Level Wealth Advisor and embark on a rewarding journey with us.

Responsibilities:
  • Collaborate closely with clients to provide expert guidance and holistic financial planning to aid them in achieving their financial goals.
  • Concentrate on fostering and retaining client relationships, aiding them in structuring and mapping out their financial aspirations.
What we provide:
  • Continuous support and teamwork in a constructive work atmosphere.
  • Ideal for individuals looking to broaden their knowledge of Investment and Financial Planning.
  • Full-time role with exceptional training offered, irrespective of prior experience.


Salary: $116,000 per year + Full Benefits

Responsibilities

•Provide clients with financial guidance and education to create custom retirement plans and investment strategies
•Analyze clients' financial situations and provide advice on risk management strategies
•Keep up to date with relevant financial regulations and news, and communicate changes to clients
•Identify opportunities to increase clients' financial performance and profitability
•Find and obtain clients to build a financial services practice
•We work with business owners, individuals, and families

Qualifications

•US Work Authorization
•Excellent people skills and communication skills
•Some experience in a sales or financial services-related position preferred
•Proficient in the use of Microsoft Office and other financial systems
•Competitive
•College Degree
•Life and health, SIE, Series 6 or 7 preferred but not required
•Coachable
•Previous Management skills are a plus
•Sales skills are a plus