Financial Consultant
New York Life - New Jersey
Wall, NJ US
Posted ago
New York Life - New Jersey
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
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • 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
  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
Qualifications
  • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
  • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
  • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
  • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
Compensation
$86,000 - $105,000
About New York Life - New Jersey

At New York Life, we’re just as passionate about helping the next generation of insurance and financial services leaders achieve their career aspirations as we are about helping our clients accomplish their financial objectives. New York Life, a Fortune 100 company founded in 1845, is the largest mutual life insurance company in the United States1 and one of the largest life insurers in the world. Headquartered in New York City, we have provided insurance protection, retirement, and investment solutions to individuals, families, and businesses for over 175 years. New York Life has the highest financial strength ratings currently awarded to any U.S. life insurer from all four major credit rating agencies.

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