Associate Financial Planner

2 weeks ago

Melville, NY, United States NYL - Melville Office Full time

We are seeking an eager, strategic, and definitive financial advisor 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. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today Responsibilities: • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management • Embrace the role of a structured yet coachable team player open to continued education and training from other team members Qualifications: • A required Bachelor’s degree in business administration, finance, or similarly related field • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed • Up-to-date FINRA Series 7 & 63/66 documents are a bonus • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients Compensation: $75,000 - $125,000 yearly

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Compensation:
$75,000-$125,000 per year

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