New York Life - Nassau-Suffolk NY
EntryLevel Financial Planner
New York Life - Nassau-Suffolk NY, Melville, New York, us, 11775
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:
Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations.Embrace the role of a structured yet coachable team player open to continued education and training from other team members.Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs.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.Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor.Qualifications:
Valid FINRA Series 7 & 63/66 preferred but not required.Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed.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.Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients.Compensation:
$116,000 at plan yearly
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Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations.Embrace the role of a structured yet coachable team player open to continued education and training from other team members.Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs.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.Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor.Qualifications:
Valid FINRA Series 7 & 63/66 preferred but not required.Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed.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.Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients.Compensation:
$116,000 at plan yearly
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