Personal Financial Planner

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!

Responsibilities

• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations

Qualifications

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

Compensation

$100,000 at plan yearly

About NYL - Melville

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.