NYL - Nassau-Suffolk NY
• Melville, NY, USPosted 11 days agoDescriptionSeeking 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.ResponsibilitiesProvide clients with financial guidance and education to create custom retirement plans and investment strategiesAnalyze clients' financial situations and provide advice on risk management strategiesKeep up to date with relevant financial regulations and news, and communicate changes to clientsIdentify opportunities to increase clients' financial performance and profitabilityFind and obtain clients to build a financial services practiceWe work with business owners, individuals, and familiesQualificationsUS Work AuthorizationExcellent people skills and communication skillsSome experience in a sales or financial services-related position is preferredProficient in the use of Microsoft Office and other financial systemsCompetitiveCollege DegreeLife and health, SIE, Series 6 or 7 preferred but not requiredCoachablePrevious Management skills are a plusSales skills are a plusCompensation$116,000 yearlyAbout NYL - Nassau-Suffolk NYNew 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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