Associate Financial Planner

Job Description

Job Description

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

Compensation :

$100,000 at plan yearly

Responsibilities :

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

Qualifications :

About Company

About NYL - Melville : We are among the strongest and most respected financial companies in the world. We have received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies : A.M. Best (A++), Standard and Poor’s (AA+), Moody’s Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. We have been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.