Personal Finance Consultant

4 days ago


Dallas, Texas, United States New York Life DFW Full time
About the Opportunity
Entry-Level Financial Advisor
Job Summary We are among the strongest and most respected financial companies in America today, ranking #72 on the 2022 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the major rating agencies such as Standard and Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA). We are seeking a skilled and dedicated individual to fill the role of an Entry-Level Financial Advisor and join our team in delivering exceptional client experiences and driving business growth.
Main Responsibilities As an Entry-Level Financial Advisor, your key responsibilities will include assessing clients' financial goals and designing personalized strategies to recommend the most appropriate choices. You will deliver well-informed guidance on investments, retirement funds, taxes, insurance, and various financial products. A strong understanding of the financial services industry and dedication to ongoing learning and development are essential for success in this role. The estimated annual salary range for this position is $75,000 - $95,000+, depending on experience and performance.

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