Financial Planning Specialist

7 days ago


Melville, New York, United States New York Life Full time

We are seeking a skilled Financial Planning Specialist to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Responsibilities:
Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
Be a coachable, organized team member interested in pursuing training development and educational opportunities
Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management
Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs Qualifications:
Valid FINRA Series 7 & 63/66 preferred but not required
A Bachelor's degree in finance, business administration, or alternate related analytical field is required
Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred Compensation: $84,000 at plan yearly + Benefits



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