Financial Advisor - Training & Licensing Provided
New York Life
Medford, NY US
Posted ago
New York Life

We are seeking an eager, strategic, and definitive licensed financial advisor or an individual aspiring to be a financial advisor to fill a 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. We are looking for someone with an entrepreneurial spirit and amazing customer service skills to join our fast-growing insurance agency and help our clients achieve their financial goals. 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
  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs.
  • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
  • 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
  • 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
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
  • 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

  • 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
  • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
  • Valid FINRA Series 6/7 and 63/66 licenses are a strong bonus
  • Active Life and Health insurance license is a strong bonus
  • Customer service or experience as a sales representative is highly valued
  • Our ideal candidate will embrace the opportunity to drive insurance sales among potential clients and new clients through a mix of networking, referrals, and marketing strategies. 

Compensation
$85,000 + Benefits
About New York Life

New York Life, established in 1845, is one of the most respected and successful companies in America and internationally. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long-term care insurance. New York Life Investment Management LLC provides institutional asset management and retirement plan services. Other New York Life affiliates provide an array of securities products and services, as well as institutional and retail mutual funds.

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