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
ResponsibilitiesBe a coachable, organized team member interested in pursuing training development and educational opportunitiesCreate customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needsDetermine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectivesProvide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goalsServe as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospectsQualificationsA Bachelor's degree in finance, business administration, or alternate related analytical field is requiredStellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customersBaseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desiredUp-to-date FINRA Series 7 & ***** documents are a bonusComputer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferredCompensation$75,000 - $125,000 yearlyAbout New York Life...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 the long-term success of clients.We're proud of our financial strength.5A++ Superior (A.M. Best)AAA Exceptionally Strong (Fitch)Aaa Exceptional (Moody's)AA+ Very Strong (Standard & Poor'sWe're proud to be recognized by organizations that also value diversity.Human Rights Campaign: **** Corporate Equality IndexLatino Leaders **** Best Companies for Latinos to Work For
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