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Location

Melville, NY | United States

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Job description

Are you a motivated and enthusiastic individual seeking an opportunity to grow your knowledge and skills in wealth management and financial planning? Join our team in Melville, NY as an Entry-Level Wealth Advisor and embark on a rewarding journey. In this role, you will work closely with clients, providing expert advice and meticulous planning to help them achieve their financial goals. Our primary focus is on attracting and retaining clients, supporting them in prioritizing and planning their financial objectives. With continuous support and mentorship from our team, you will thrive in our positive and collaborative work environment. This position is ideal for those who aspire to gain a comprehensive understanding of the dynamic world of Investment and Financial Planning. We offer full-time employment and industry-leading training, even if you have no prior experience. Responsibilities:

• Provide clients with financial guidance and education to create custom retirement plans and investment strategies
• Analyze clients' financial situations and provide advice on risk management strategies
• Keep up to date with relevant financial regulations and news, and communicate changes to clients
• Identify opportunities to increase clients' financial performance and profitability
• Find and obtain clients to build a financial services practice
• We work with business owners, individuals, and families

Qualifications:

• US Work Authorization
• Excellent people skills and communication skills
• Some experience in a sales or financial services-related position preferred
• Proficient in the use of Microsoft Office and other financial systems
• Competitive
• College Degree
• Life and health, SIE, Series 6 or 7 preferred but not required
• Coachable
• Previous Management skills are a plus
• Sales skills are a plus

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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Job tags

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Salary