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Wealth Management Advisor

2 months ago

Wall Township, United States New York Life - Wall, NJ Full time
Job Overview

Our organization is experiencing significant growth and is seeking a dedicated financial services representative to join our team at the entry level. The ideal candidate will possess a strong desire to learn the intricacies of financial services essential for effective wealth management, enabling our clients to meet their financial aspirations.

Compensation:

$115,917 annually

Key Responsibilities:
  • Engage directly with clients to develop comprehensive financial profiles, allowing for tailored financial guidance based on individual circumstances, income, and financial objectives.
  • Exhibit a coachable and organized approach, actively pursuing training and development opportunities.
  • Assist clients in progressing towards their financial goals through strategic recommendations on products, plans, and investments.
  • Establish and nurture strong relationships with new clients, acting as their trusted financial advisor.
  • Take into account clients' life stages and evolving financial needs when crafting personalized financial strategies.
  • Demonstrate an understanding of clients' needs and financial concerns.
  • Educate clients on proactive financial planning to prepare for unforeseen life events.
  • Promote customized strategies for clients to achieve their long-term financial objectives.
  • Build relationships with the aim of helping every individual or family pursue financial security.
  • Develop an insurance and financial practice by leveraging professional networks and seeking new clients.
  • Provide empathy and guidance to clients during challenging life circumstances.
  • Focus on fostering and maintaining long-term relationships with clients, ensuring trust and continuity over time.
Qualifications:
  • Proficient understanding of financial products and the financial industry, with experience in personal financial advising or planning roles being essential.
  • Familiarity with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other relevant business tools is preferred.
  • Exceptional communication and mathematical skills, complemented by a proven ability to build strong relationships with clients.
  • Current FINRA Series 7 & 63/66 licenses are advantageous.
  • A Bachelor's degree in finance, business administration, or a related analytical field is required.
  • Sales experience is a plus, though not mandatory.
  • An entrepreneurial mindset is encouraged.
  • Strong written and verbal communication skills are essential.
  • A genuine desire to assist families and businesses with their financial needs.
  • Demonstrated business acumen and professional demeanor.
  • Resilience in overcoming challenges.
  • Ability to engage with the community and utilize personal networks.
About New York Life

Company Overview...

New York Life is a Fortune 100 company with a rich history of service. For over 175 years, we have been committed to helping generations of Americans safeguard their families and achieve their financial goals. As a mutual company, our focus is solely on our policyholders, ensuring long-term success.

Awards & Recognition...

We take pride in our financial strength.

  • A++ Superior (A.M. Best)
  • AAA Exceptionally Strong (Fitch)
  • Aaa Exceptional (Moody's)
  • AA+ Very Strong (Standard & Poor's)

Commitment to Training...

  • Recipient of Training Magazine's APEX Award for 2022