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Entry-Level Financial Planner
Location:
Melville, NY
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: • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects• 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• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations• Be a coachable, organized team member interested in pursuing training development and educational opportunities Qualifications: • Requires a Bachelor’s degree in business administration, finance, or other related field• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus• Basic understanding of the role of a financial advisor or financial consultant, as well 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 Compensation: $116,000 at plan yearly About Company: New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. We’re proud of our position in the industry • Training Magazine 2021: Top Companies for Learning and Development • Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for Insurance: Life and Health. We’re proud to be recognized by organizations that also value diversity. • 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized • LATINA Style 2019: Company of the Year • Forbes 2019: America’s Best Employers for Diversity • Diversity Inc 2018: Top 50 Companies for Diversity
Company:
New York Life
Posted:
April 22 on WizeHire
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More About this Listing: Entry-Level Financial Planner
Entry-Level Financial Planner is a Real estate Entry-Level Financial Planner Job at New York Life located in Melville NY. Find other listings like Entry-Level Financial Planner by searching Oodle for Real estate Entry-Level Financial Planner Jobs.
Entry-Level Financial Planner is a Real estate Entry-Level Financial Planner Job at New York Life located in Melville NY. Find other listings like Entry-Level Financial Planner by searching Oodle for Real estate Entry-Level Financial Planner Jobs.