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!Compensation: $75,000 - $125,000 yearlyResponsibilities:Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management.Create customized financial plans for each client based on their life stage, professional circumstances, and fluctuating financial needs.Be a coachable, organized team member interested in pursuing training development and educational opportunities.Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals.Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor.Qualifications:Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools is desired.Working knowledge of financial products, the financial industry, personal financial advisor responsibilities, or financial planner roles is essential.Valid FINRA Series 7 & 63/66 certifications are a plus but not required.Exemplary math, communication, and relationship skills to support strong customer service for current and new clients.Requires a Bachelor’s degree in business administration, finance, or a related field.About the Company:About 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 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 focus on the long-term success of our clients.We’re proud of our financial strength:A++ Superior (A.M. Best)AAA Exceptionally Strong (Fitch)Aaa Exceptional (Moody’s)AA+ Very Strong (Standard & Poor’s)We’re also recognized by organizations that value diversity and inclusion:Human Rights Campaign: 2022 Corporate Equality IndexForbes 2022: America’s Best EmployersLatino Leaders 2022: Best Companies for Latinos to Work For
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