Associate Financial Advisor

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!Compensation:

$75,000 - $125,000 yearly

Responsibilities:

• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• 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
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Be a coachable, organized team member interested in pursuing training development and educational opportunities

Qualifications:

• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• A required Bachelor’s degree in business administration, finance, or similarly related field
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• 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

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 the long-term success of our clients.

We’re proud of our financial strength.5

• A++ Superior (A.M. Best)

• AAA Exceptionally Strong (Fitch)

• Aaa Exceptional (Moody’s)

• AA+ Very Strong (Standard & Poor’s

We’re proud to be recognized by organizations that also value diversity.

• Human Rights Campaign: 2022 Corporate Equality Index

• Forbes 2022: America’s Best Employers for Diversity

• Latino Leaders 2022 Best Companies for Latinos to Work For