Entry Level Financial Professional
New York Life - Washington DC - Virginia
Falls Church, VA US
Posted ago
New York Life - Washington DC - Virginia

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a driven money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial professional 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!

Responsibilities

  • 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
  • Support clients’ progress toward their financial goals through strategic product, plan, and investment strategies
  • Serve as a trusted partner for new clients acquired through proactive measures to seek, identify, and establish prospects
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs

Qualifications

  • Valid FINRA Series 6 or7 & 63/66 preferred but not required
  • Basic understanding of the role of a financial planner or financial consultant, as well interest in the financial industry and financial products is necessary
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
  • Preferred Bachelor’s degree in business administration, finance, or similarly related field. Work experience can be substituted for a college degree.


Traits of our most successful Associates:

  • Passion to help people
  • Integrity
  • Attitude for success
  • Enthusiasm
  • Self-discipline
  • Resilience
  • Goal-Oriented
  • Coachable

Compensation
65,000 - 95,000 at Plan per year
About New York Life - Washington DC - Virginia

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our client's interests and priorities. We have had over 175 years of industry success. Some of our accolades include:


  • A promise to work with you to build a strong financial future for both you and your clients
  • #71 on Fortune 100 in 2019
  • Most MDRT2 members in any United States Mutual company 2019


Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) and Comdex score of 100 as of 1/7/2021

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