Entry Level Personal Financial
New York Life - Seattle
Seattle, WA US
Posted ago
New York Life - Seattle

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!

Responsibilities

  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
  • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
  • 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
  • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs

Qualifications

  • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
  • Requires a Bachelor’s degree in business administration, finance, or another related field
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • Though not required, a valid FINRA Series 7 and 63/66 license is considered a plus

Traits of our most successful Associates:

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

Compensation
$67,000 - $94,000 at Plan per year
About New York Life - Seattle

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interests and priorities. We had over 170 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 MDRT 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) as of 7/30/18

APPLY NOW
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