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Associate Financial Planner
Associate Financial PlannerNYL - Melville Office • Melville, NY, US
Associate Financial Planner

Associate Financial Planner

NYL - Melville Office • Melville, NY, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job 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! Compensation :

$75,000 - $125,000 yearly

Responsibilities :

  • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
  • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
  • 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
  • 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

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
  • Valid FINRA Series 7 & 63 / 66 preferred but not required
  • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
  • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired

    • About Company

    About New York Life...

    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 the long-term success of clients.

    We’re proud of our financial strength.5

  • A++ Superior (A.M. Best)
  • AAA Exceptionally Strong (Fitch)
  • Aaa Exceptional (Moody’s)
  • AA+ Very Strong (Standard & Poor’s

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

  • Human Rights Campaign : 2022 Corporate Equality Index
  • Forbes 2022 : America’s Best Employers for Diversity
  • Latino Leaders 2022 Best Companies for Latinos to Work For
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    Financial Planner • Melville, NY, US