Entry Level Financial Advisor
Company: New York Life - Melville
Location: Melville
Posted on: April 23, 2024
|
|
Job Description:
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:
--- Serve as a collaborative team player willing to further
development through continued training opportunities
--- Consider clients' life stage, professional circumstances, and
changing financial needs when developing tailored financial plans
to suit their needs
--- Support clients' progress toward their financial goals through
strategic product, plan, and investment recommendations
--- Serve as a trusted advisor for new clients acquired through
proactive measures to seek, identify, and establish prospects
--- 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:
--- A required Bachelor's degree in business administration,
finance, or similarly related field
--- 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
--- Working knowledge of financial products, the financial
industry, personal financial advisor or responsibilities, or
financial planner roles is essential
--- Exemplary math skills, communication skills, and relationship
skills to support strong customer service for current and new
clients
About Company:
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.
Keywords: New York Life - Melville, Waterbury , Entry Level Financial Advisor, Accounting, Auditing , Melville, Connecticut
Click
here to apply!
|