Financial Advisor

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:

$60,000 - $100,000+

Responsibilities:

• 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
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members

Qualifications:

• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
• Requires a Bachelor’s degree in business administration, finance, or other related field
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred

• Experienced Licensed Financial Advisors and or Managers

About 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 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 our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.

Awards & Accolades:

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 proud of the training we offer

• Training Magazine’s APEX Award for 2022