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Financial Advisor

2 months ago

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

New York Life is seeking a talented Financial Planner to join our Serpico Team. As a Financial Planner, you will play a critical role in helping our clients achieve their financial goals and secure their financial futures.

Key Responsibilities
  • Gather and assess client financial information to determine factors such as financial status, cash flow, and financial goals.
  • Develop tailored financial plans that consider clients' life stage, professional circumstances, and changing financial needs.
  • Build strong relationships with new clients by serving as their trusted financial advisor.
  • Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations.
  • Collaborate with the team to further develop skills through continued training opportunities.
Requirements
  • Valid FINRA Series 7 & 63/66 preferred but not required.
  • Basic understanding of the role of a financial advisor or financial consultant, as well as interest in the financial industry and financial products.
  • Stellar communication and math skills, complemented by a proven track record of building strong client relationships.
  • Basic knowledge of computer programs, including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs.
About New York Life

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.

We're proud of the training we offer:

  • Chief Learning Officer: 2023 CLO Learning Elite Gold award

We're proud of our financial strength:

  • A++ Superior (A.M. Best)
  • AAA Exceptionally Strong (Fitch)
  • Aaa Exceptional (Moody's)
  • AA+ Very Strong (Standard & Poor's)