Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful Entry-Level Financial Advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!
Responsibilities
- 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
- 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
- Serve as a collaborative team player willing to further development through continued training opportunities
Qualifications
- A required Bachelor’s degree in business administration, finance, or similarly related field
- Basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products is necessary
- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
- Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
- Valid FINRA Series 7 & 63/66 preferred but not required
Compensation
$85,000+ at plan yearly
About NYLIFE Securities
New York Life is among the strongest and most respected financial companies in the world. New York Life has 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 & Poor’s (AA+), Moody’s Investors 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. New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.
Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V
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