Job Description

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:

• Serve as a collaborative team player willing to further development through continued training opportunities
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• 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

Qualifications:

• Valid FINRA Series 7 & 63/66 preferred but not required
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
• A Bachelor’s degree in finance, business administration, or alternate related analytical field is preferable, but not required

About Company: At the heart of New York Life is a commitment to be there for our customers when they need us—whether today or decades into the future. Since 1845, we have delivered on that promise by investing wisely, managing finances strategically, and remaining true to our mission as a mutual company.

Job Tags

Similar Jobs