Entry-Level Financial Advisor
The financial services industry is in need of a strategic thinker with excellent communication skills. As an entry-level financial advisor, you will develop long-term relationships and create customized plans for clients based on their life stage, professional circumstances, and fluctuating financial needs.
Key Responsibilities:
* Be a coachable team member interested in training development and educational opportunities
* Create personalized financial plans based on client goals and objectives
* Determine cash flow, income, and financial status to help clients achieve their financial objectives
* Provide strategic recommendations for products, plans, and investments
* Serve as a trusted advisor for new clients acquired through proactive measures
Requirements:
* Bachelor's degree in finance, business administration, or related analytical field
* Strong communication and math skills, with a proven track record of building client relationships
* Knowledge of financial industry concepts and products
* FINRA Series 7 & 63/66 documents preferred
* Computer proficiency in Microsoft Office, CRM systems, and financial planning software
Compensation: $75,000 - $125,000 yearly
New York Life has a long history of doing good. We are accountable only to our policyholders.