Entry-Level Financial Advisor
Company: New York Life - Melville
Location: Melville
Posted on: April 26, 2024
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Job Description:
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:
--- Customize financial plans for each client based on his or her
professional/work circumstances, life stage, and evolving 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
--- Seek, identify, and secure strong relationships with new
clients by serving as their trusted financial advisor
--- Embrace the role of a structured yet coachable team player open
to continued education and training from other team members
--- Support clients' progress toward their financial goals through
strategic product, plan, and investment recommendations
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
--- Computer proficiency in Microsoft Office, CRM systems,
financial planning software, Google Suite, and other tools strongly
preferred
--- Baseline knowledge about financial industry concepts, financial
products, and the role of a financial advisor is desired
--- Exemplary math skills, communication skills, and relationship
skills to support strong customer service for current and new
clients
About Company:
New York Life, established in 1845, is one of the most respected
and successful companies in America and internationally.
Headquartered in New York City, New York Life's family of companies
offers life insurance, retirement income products, and long-term
care insurance. New York Life Investment Management LLC provides
institutional asset management and retirement plan services. Other
New York Life affiliates provide an array of securities products
and services, as well as institutional and retail mutual funds.
Keywords: New York Life - Melville, Hamden , Entry-Level Financial Advisor, Accounting, Auditing , Melville, Connecticut
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