Posted a day ago
Description
Do 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!
Responsibilities
* Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
* Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
* 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
* Be a coachable, organized team member interested in pursuing training development and educational opportunities
* Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
Qualifications
* A Bachelor's degree in finance, business administration, or alternate related analytical field is required
* Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
* Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
* Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
* Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
Compensation
$113,500
About New York Life - Orlando
We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major rating agencies: Standard & Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA)1. For over 60 years, we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.
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