Entry-Level Financial Planner

NYL - Nassau-Suffolk NY • Melville, NY, US

Posted 7 days ago

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 our 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!

Responsibilities

• 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
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals

Qualifications

• A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred

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 our clients.