Job DescriptionWe are seeking an eager, strategic, and dedicated 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 desire 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 committed to delivering excellent client service and this sounds like a good fit, start the application process today!Compensation:$116,000 annually at planResponsibilities:Develop tailored financial plans considering clients life stages, professional circumstances, and changing financial needsBe a coachable, organized team member interested in pursuing training and educational opportunitiesAssess cash flow, income, financial status, goals, assets, and other financial situations to help clients define and achieve their objectivesIdentify and secure new clients, serving as a trusted advisor for financial decisionsMake strategic product, plan, and investment recommendations to help clients reach their financial goalsQualifications:Proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other toolsBasic knowledge of financial industry concepts and products is preferredValid FINRA Series 7 & 63/66 licenses are a plus but not requiredBachelors degree in finance, business administration, or related fieldStrong communication and math skills, with a proven ability to build client relationshipsAbout CompanyNew York Life is a Fortune 100 company with over 175 years of history, helping Americans protect their families and achieve financial goals. As a mutual company, we are accountable only to our policyholders, focusing on long-term success for clients.We are proud of our industry recognition, including:Training Magazine 2021: Top Companies for Learning and DevelopmentFortune Magazine 2021: #1 in Fortune Worlds Most Admired Companies for Insurance: Life and Health2021 Forbes Best Employers forLATINA Style 2019: Company of the YearForbes 2019: Americas Best Employers forInc 2018: Top 50 Companies for #J-18808-Ljbffr
Job Title
Entry-Level Financial Planner