Entry-Level Financial Planner

NYL - Nassau-Suffolk NY

• Melville , NY , US

Posted 2 months ago

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

Be a coachable, organized team member interested in pursuing training development and educational opportunities

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

Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions

Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals

Qualifications

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

Valid FINRA Series 7 &

A Bachelor's degree in finance, business administration, or alternate related analytical field is required

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 NYL - Nassau-Suffolk NY

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 clients.

We're proud of our position in the industry

We're proud to be recognized by organizations that also value diversity.

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