EntryLevel Financial Planner
4 days ago
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: • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Be a coachable, organized team member interested in pursuing training development and educational opportunities • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals Qualifications: • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired • 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 • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers Compensation: $116,000 at plan yearly
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Compensation:
$116,000 per year
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Financial Planner
1 week ago
Melville, NY, United States Eastern Advisory Group Full timeDescriptionTransform your ambitions into real achievement. Are you searching for a chance to grow a fulfilling career in the financial world-even without previous industry experience? Our firm is looking for motivated individuals who are ready to learn and advance within financial services. As a Financial Representative, you'll guide individuals, families,...
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Financial Planner
4 days ago
Melville, NY, United States Eastern Advisory Group Full timeDescriptionTransform your ambitions into real achievement. Are you searching for a chance to grow a fulfilling career in the financial world-even without previous industry experience? Our firm is looking for motivated individuals who are ready to learn and advance within financial services. As a Financial Representative, you'll guide individuals, families,...
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Financial Planner
4 days ago
Melville, NY, United States Eastern Advisory Group Full timeDescriptionTransform your ambitions into real achievement. Are you searching for a chance to grow a fulfilling career in the financial world-even without previous industry experience? Our firm is looking for motivated individuals who are ready to learn and advance within financial services. As a Financial Representative, you'll guide individuals, families,...
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Financial Planner
6 hours ago
Melville, NY, United States Eastern Advisory Group Full timeDescriptionTransform your ambitions into real achievement. Are you searching for a chance to grow a fulfilling career in the financial world-even without previous industry experience? Our firm is looking for motivated individuals who are ready to learn and advance within financial services. As a Financial Representative, you'll guide individuals, families,...
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EntryLevel Financial Advisor
1 week ago
Melville, NY, United States NYL Nassau-Suffolk Region Full timeOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both...
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EntryLevel Financial Advisor
2 weeks ago
Melville, NY, United States NYL Nassau-Suffolk Region Full timeOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both...
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EntryLevel Financial Advisor
4 days ago
Melville, NY, United States NYL Nassau-Suffolk Region Full timeOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both...
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EntryLevel Financial Advisor
4 days ago
Melville, NY, United States NYL Nassau-Suffolk Region Full timeOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both...
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EntryLevel Financial Advisor
2 days ago
Melville, NY, United States NYL Nassau-Suffolk Region Full timeOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both...
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EntryLevel Financial Advisor
2 weeks ago
Melville, NY, United States NYL - Nassau-Suffolk NY Full timeGreat opportunity available at the New York Life Long Island, NY for an Entry-Level Financial Advisor position. Help families, business owners, and corporations secure their financial futures with us. Drive your professional development independently and positively impact households. Potential for substantial earnings and career progression. Engage with a...
