EntryLevel Financial Specialist

4 days ago

Newark, NJ, United States New York Life-NJ General Office Full time

Are you a fan of interpersonal engagement and excel at devising outcome-focused strategies? Fed up with the predictability of your daily grind and in search of a new opportunity? We are seeking a driven individual with a passion for finance, eager to establish themselves in the financial services sector The perfect candidate for the Entry-Level Financial Specialist position is someone who is passionate about cultivating long-lasting relationships and has a strong interest in financial data, estate planning, business administration, mutual funds, and related fields. If you have outstanding communication skills and a sharp eye for detail, don't hesitate to send in your application today Responsibilities: • Develop strong relationships within local communities • Engage in a top-notch training program within the financial services industry • Analyze cash flow, income, financial status, and other wealth management aspects to assist clients in defining and achieving financial objectives • Act as a reliable advisor for newly acquired clients, utilizing proactive measures to identify and establish prospects • Devise sustainable financial solutions tailored to clients' long-term needs • Provide support to clients in reaching their financial goals through strategic product, plan, and investment suggestions Qualifications: • Excellent communicator who is willing to provide great client service • A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary • Basic knowledge of computer programs including Microsoft Office, Google Suite, CRM systems, and related programs is needed • Preferred Bachelor’s degree, but not required • FINRA licenses are a plus, but not required Traits of our most successful associates: • Enterprising • Strong work ethic • Desire to help people • Positive attitude • Integrity Compensation: $60,000 - $90,000 at plan annually

• Develop strong relationships within local communities • Engage in a top-notch training program within the financial services industry • Analyze cash flow, income, financial status, and other wealth management aspects to assist clients in defining and achieving financial objectives • Act as a reliable advisor for newly acquired clients, utilizing proactive measures to identify and establish prospects • Devise sustainable financial solutions tailored to clients' long-term needs • Provide support to clients in reaching their financial goals through strategic product, plan, and investment suggestions

Compensation:
$60,000-$90,000 per year

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