Financial Services Professional

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! Compensation :

$60,000 - $80,000 yearly

Responsibilities :

• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Serve as a collaborative team player willing to further development through continued training opportunities
• 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
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor

As a Financial Professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures.

We’re looking for people who possess the following characteristics :

• Highly self-motivated and self-disciplined with the ability to work effectively and independently
• Outgoing personality with the ability to develop relationships (i.e., People Person") and a sincere desire to help others
• Fearless, positive attitude, and willingness to be accountable for results
• Organized, detail-oriented, and excellent time-management skills
• The desire for continuous learning
• Good communicator excellent listening skills and ability to explain complex information in a simple and concise manner

Qualifications :

• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• A required Bachelor’s degree in business administration, finance, or similarly related field
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Valid FINRA Series 7 & 63 / 66 preferred but not required
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred

About Company

Devotion to its policy owners has led New York Life to over 176 years of industry success. Some of our accolades include :

A promise to work with you to build a strong financial future for both you and your clients

72 on Fortune 100 in 2021

Highest possible financial strength ratings currently awarded to any life insurer : Standard Poor’s (AA+); A.M. Best (A++);

Moody’s (Aaa); and Fitch (AAA) as of 9 / 12 / 19