Entry-Level Financial Planner
New York Life - Nassau-Suffolk NY
Melville, NY US
Posted ago
New York Life - Nassau-Suffolk NY
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!
Responsibilities
  • 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
  • Serve as a collaborative team player willing to further development through continued training opportunities
  • Determine 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 objectives
  • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
Qualifications
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
  • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
  • Valid FINRA Series 7 & 63/66 preferred but not required
  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
Compensation
$84,000 +
About New York Life - Nassau-Suffolk NY
  • Voted #1 Place to work on Long Island by Newsday
  • Largest mutual insurer in the United States
  • #67 on the prestigious 2021 Fortune 500 list
  • Build your business on a rock-solid foundation. New York Life has been around for more than 175 years and we offer significant support
  • AAA Rated Financial Services Firm

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