Strategic Financial Planner

3 weeks ago


Melville, New York, United States NYL - Melville Full time
Job Title: Strategic Financial Planner

We are seeking a skilled and driven financial advisor to join our team as a Strategic Financial Planner. This is an entry-level position that offers room for growth and a promising job outlook. As a strategic financial planner, you will be responsible for helping clients create customized financial plans to achieve their long-term financial goals.

About the Role:
In this role, you will work closely with clients to understand their financial objectives, risk tolerance, and financial situation. You will then develop a comprehensive financial plan that addresses their specific needs and goals. Additionally, you will provide ongoing support and guidance to help clients stay on track with their financial plans.

Responsibilities:
  • Develop customized financial plans for clients
  • Work closely with clients to understand their financial objectives
  • Provide ongoing support and guidance
  • Gather and assess client financial information

Qualifications:
  • Exemplary math skills, communication skills, and relationship skills
  • Bachelor's degree in finance, business administration, or related analytical field
  • Up-to-date FINRA Series 7 & 63/66 documents
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems
  • Ability to network and prospect for new clients

About Company:
NYL - Melville is among the strongest and most respected financial companies in the world. We have received the highest financial strength ratings currently awarded to any U.S. life insurer. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world.

Estimated Salary:$100,000 per year.

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