Entry-Level Financial Advisor

Company: New York Life - Melville
Location: Melville
Posted on: November 7, 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:

--- 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
--- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
--- 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
--- Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs


Qualifications:

--- Valid FINRA Series 7 & 63/66 preferred but not required
--- A Bachelor's degree in finance, business administration, or alternate related analytical field is required
--- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
--- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
--- Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred


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, Stamford , Entry-Level Financial Advisor, Accounting, Auditing , Melville, Connecticut