NYL - Nassau-Suffolk NY
• Melville, NY, US
Posted 11 days ago
Description
Seeking an Entry-Level Wealth Advisor to join our Melville, NY team, embarking on a journey to excel in wealth management and financial planning.
Engage deeply with clients, offering expert advice and comprehensive financial planning to help them reach their financial aspirations.
Focus on cultivating client relationships, assisting them in defining and attaining their financial goals.
Benefit from continual support and contribute to a collaborative team environment.
This opportunity is perfect for those eager to enhance their knowledge in Investment and Financial Planning.
Full-time position with comprehensive training provided, regardless of previous experience.
Competitive salary: $116,000 annually + extensive benefits package.
Responsibilities
Provide clients with financial guidance and education to create custom retirement plans and investment strategies
Analyze clients' financial situations and provide advice on risk management strategies
Keep up to date with relevant financial regulations and news, and communicate changes to clients
Identify opportunities to increase clients' financial performance and profitability
Find and obtain clients to build a financial services practice
We work with business owners, individuals, and families
Qualifications
US Work Authorization
Excellent people skills and communication skills
Some experience in a sales or financial services-related position is preferred
Proficient in the use of Microsoft Office and other financial systems
Competitive
College Degree
Life and health, SIE, Series 6 or 7 preferred but not required
Coachable
Previous Management skills are a plus
Sales skills are a plus
Compensation
$116,000 yearly
About NYL - Nassau-Suffolk NY
New York Life is a Fortune 100 company with a long history of doing good.
We have been in business for over 175 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 long-term success for clients.
We're proud of our position in the industry
• Training Magazine ****: Top Companies for Learning and Development
• Fortune Magazine ****: New York Life ranks #1 in **** Fortune World's Most Admired Companies list for Insurance: Life and Health.
We're proud to be recognized by organizations that also value diversity.
• **** Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized
• LATINA Style ****: Company of the Year
• Forbes ****: America's Best Employers for Diversity
• Diversity Inc ****: Top 50 Companies for Diversity
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