Job Description
Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation:
$120,555
Responsibilities:
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
- Serve as a collaborative team player willing to further development through continued training opportunities
- 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
- Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
- Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
Qualifications:
- Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
- 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
- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
About Company
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ 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 clients. At New York Life, you’re in control of your career journey. Training you in valuable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success. We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity.