Entry level Financial Advisor

3 weeks ago

Melville, United States New York Life 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
•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

Qualifications

•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

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