Wealth Management Associate

3 weeks ago


Melville, New York, United States New York Life - Melville Full time
Job Description

We are currently looking for a financial planning specialist to join our rapidly expanding firm. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management.

Key Responsibilities:
  • Develop and implement customized financial plans for clients.
  • Collaborate with clients to gather financial information and provide tailored advice.
  • Identify and pursue new business opportunities to expand our client base.
  • Provide expert guidance on financial products, plans, and investments.
  • Participate in ongoing training and education to enhance professional skills.

This role requires excellent communication and math skills, as well as a proven track record of building strong client relationships. Compensation: $84,000 at plan yearly + Benefits.



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