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Associate Financial Planner

2 months ago

Melville, United States NYL - Melville Office Full time
Description

Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today

Responsibilities

•Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
•Serve as a collaborative team player willing to further development through continued training opportunities
•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
•Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
•Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals

Qualifications

•A required Bachelor's degree in business administration, finance, or similarly related field
•Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
•Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
•Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
•Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers