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! Responsibilities:

• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• 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
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Be a coachable, organized team member interested in pursuing training development and educational opportunities

Qualifications:

• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
• A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired

About Company: New York Life is the third-largest life insurance company and the largest mutual life insurance company in the United States, and is ranked #71 on the 2023 Fortune 500 list of the largest U.S. corporations by total revenue.

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