Financial Advisor
New York Life - New Canaan
Bridgeport, CT US
Posted ago
New York Life - New Canaan
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
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
  • 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
Qualifications
  • A required Bachelor’s degree in business administration, finance, or similarly related field
  • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
  • 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
  • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
Compensation
$70,000
About New York Life - New Canaan

Devotion to its policy owners has led New York Life for 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
  • #69 on Fortune 100 in 2018
  • Most MDRT (2) members in any United States Mutual company 2018
  • 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

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