New York Life - Nassau-Suffolk NY
Location
Melville, NY | United States
Job 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. People skills and sales skills are a huge plus. If this sounds like you, apply today!
Responsibilities:
- Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
- Be a coachable, organized team member interested in pursuing training development and educational opportunities
- 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
Qualifications:
- 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
- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
- Valid FINRA Series 7 & 63/66 preferred but not required
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
About Company:
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.
We’re proud of our position in the industry • Training Magazine 2021: Top Companies for Learning and Development • Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for Insurance: Life and Health.
We’re proud to be recognized by organizations that also value diversity. • 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized • LATINA Style 2019: Company of the Year • Forbes 2019: America’s Best Employers for Diversity • Diversity Inc 2018: Top 50 Companies for Diversity
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