Investment Consultant

3 weeks ago


Melville, New York, United States NYL - Melville Full time
Job Overview

We are looking for a motivated and strategic Financial Advisor to take on an entry-level role that presents opportunities for advancement and a favorable job outlook. The ideal candidate will be passionate about assisting clients in recognizing and achieving their financial aspirations through a range of advisory services.

Key Responsibilities
  • Adopt the role of a structured yet adaptable team member, willing to engage in ongoing education and training from colleagues.
  • Assess clients' life stages, professional situations, and evolving financial requirements to create customized financial strategies.
  • Collaborate with clients to gather comprehensive financial profiles, enabling you to offer informed financial guidance based on individual circumstances, income, objectives, and other wealth management factors.
  • Act as a reliable advisor for new clients obtained through proactive outreach and relationship-building efforts.
  • Provide strategic recommendations regarding products, plans, and investments to assist clients in achieving their financial objectives.
Qualifications
  • Fundamental understanding of financial products and the financial sector, along with experience in personal financial advising or planning roles.
  • A Bachelor's degree in business administration, finance, or a related field is required.
  • While not mandatory, possessing a valid FINRA Series 7 & 63/66 license is advantageous.
  • Exceptional communication, relationship-building, and analytical skills to establish a solid foundation of customer service.
  • Proficiency in Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other relevant business tools is preferred.
  • Ability to effectively network and seek out new clients.
  • Must reside in or near Long Island, Brooklyn, or Queens.
About NYL - Melville

NYL - Melville is recognized as one of the most robust and reputable financial institutions globally. We have achieved the highest financial strength ratings from all four major rating agencies: A.M. Best (A++), Standard and Poor's (AA+), Moody's Service (Aaa), and Fitch (AAA). For over 65 years, we have led the Million Dollar Round Table, boasting more members than any other financial institution worldwide. Additionally, we have been honored as one of the "World's Most Admired Companies" by Fortune Magazine.


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