Entry-Level Financial Advisor

Company: New York Life - Melville
Location: Melville
Posted on: April 26, 2024

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:

--- Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
--- 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
--- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
--- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
--- Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations


Qualifications:

--- A Bachelor's degree in finance, business administration, or alternate related analytical field is required
--- Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
--- Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
--- Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
--- 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, New Haven , Entry-Level Financial Advisor, Accounting, Auditing , Melville, Connecticut