New York Life
Financial Planner
New York Life, Melville, New York, us, 11775
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:
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.Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs.Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor.Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations.Serve as a collaborative team player willing to further development through continued training opportunities.Qualifications:
Valid FINRA Series 7 & 63/66 preferred but not required.Basic understanding of the role of a financial advisor or financial consultant, as well as interest in the financial industry and financial products is necessary.Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers.Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed.Compensation:
$85,000-$125,000
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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.Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs.Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor.Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations.Serve as a collaborative team player willing to further development through continued training opportunities.Qualifications:
Valid FINRA Series 7 & 63/66 preferred but not required.Basic understanding of the role of a financial advisor or financial consultant, as well as interest in the financial industry and financial products is necessary.Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers.Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed.Compensation:
$85,000-$125,000
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