Junior Financial Consultant

2 weeks ago


Allentown, Pennsylvania, United States NYL - Allentown Full time
Job Overview

We are looking for a motivated and strategic Financial Advisor to take on an entry-level role that provides opportunities for advancement and a positive career trajectory. The ideal candidate will be passionate about assisting clients in identifying and reaching their financial aspirations through a range of advisory services.

Key Responsibilities
  • Act as a cooperative team member eager to enhance skills through ongoing training and development.
  • Engage directly with clients to create comprehensive financial profiles, enabling you to offer tailored financial guidance based on individual circumstances, income, and objectives.
  • Assess clients' life stages and evolving financial needs to design customized financial strategies.
  • Facilitate clients' journey towards their financial goals with strategic recommendations regarding products, plans, and investments.
  • Establish and nurture strong relationships with new clients, positioning yourself as their trusted financial advisor.
  • Adopt a structured yet adaptable approach, remaining open to continuous learning from colleagues.
  • Identify and attract new clients, serving as a reliable advisor for significant financial decisions.
  • Evaluate cash flow, income, financial status, and assets to assist clients in defining and achieving their financial objectives.
Qualifications
  • A Bachelor's degree in finance, business administration, or a related analytical field is essential.
  • Fundamental understanding of financial products and the financial sector is crucial.
  • Proficiency in Microsoft Office, CRM systems, financial planning software, and Google Suite is highly preferred.
  • Possession of FINRA Series 7 & 63/66 is advantageous but not mandatory.
  • Excellent communication, relationship-building, and mathematical skills are necessary to foster a strong customer service foundation.
About NYL - Allentown

As a mutual company, NYL is dedicated solely to our policyholders. Our mission is to provide exceptional value to our clients. With over 175 years of experience, we have been assisting generations of Americans in safeguarding their families and achieving their financial objectives. We have consistently paid dividends to eligible policyholders since 1854 and are committed to innovation and forward-thinking strategies to enhance client value.



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