Financial Advisor

Looking for a talented and driven Financial Advisor to join our rapidly growing team in Rochester, NY. As a Financial Advisor, your role will involve offering financial advice and tailored solutions to support clients in reaching their financial goals. If you thrive on interacting with people, possess a business mindset, and derive satisfaction from assisting others, then this opportunity is right for you. Joining New York Life enables you to leverage these abilities to establish a thriving practice of your own. Moreover, our team is fully committed to your success, providing comprehensive training, knowledge, and assistance to empower you in establishing your practice as a licensed financial professional. About NYL - Rochester Our goal is to help driven, ambitious people fulfill their potential. Join us on the path to becoming a financial advisor or partner, with the backing of a Fortune 100 company. Discover how satisfying it can be to shape your own practice and strengthen your community. New York Life holds the highest financial strength ratings currently awarded. With New York Life, you're in business for yourself, not by yourself. As a New York Life financial professional, you'll build your business your way with the help and support of a Fortune 100 company. We’ll invest in you with extensive training and continuous learning opportunities, and back you with a team of professionals to help your business grow, including: • Expert training • Supportive management • Extensive sales and marketing support • Backed by over 175 years of experience Please be aware that while this position utilizes a hybrid model, three days a week are IN OFFICE, in NY, and this is not a remote position. Responsibilities: • Customize financial plans for each client based on potential life changes and changing financial needs • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products • Customize financial plans for each client based on potential life changes and changing financial needs • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Qualifications: • Strong interpersonal skills to develop and maintain relationships through effective communication • Superior relationship skills, communication skills, and customer service skills are necessary • Demonstrated business-minded drive with a passion for autonomy in managing your practice • Openness to coaching and continuous learning for professional and personal development • Relevant knowledge of the financial industry, financial products, and best practices is preferred • Sales and finance experience is beneficial but not mandatory • Ability to pass licensing exams • Experience in sales & finance is helpful but not required Compensation: $90,000 - $120,000 at plan yearly

• Customize financial plans for each client based on potential life changes and changing financial needs • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products • Customize financial plans for each client based on potential life changes and changing financial needs • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given

Compensation:
$90,000-$120,000 per year