Financial Advisor

Job Description

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! Compensation:

$74,000 - $120,000 at plan earnings

Responsibilities:

• 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
• 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
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals

Qualifications:

• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• 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
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Requires a Bachelor’s degree in business administration, finance, or other related field

As a Financial Professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures. We’re looking for people who possess the following characteristics:

• Highly self-motivated and self-disciplined with the ability to work effectively and independently
• Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others
• Fearless, positive attitude, and willingness to be accountable for results
• Organized, detail-oriented, and excellent time-management skills
• The desire for continuous learning
• Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner

About Company

A Legacy of Stability & Trust: Founded in 1845, New York Life is the largest mutual life insurer in the U.S., meaning it’s owned by its policyholders rather than shareholders. The company consistently ranks among the top on the Fortune 500 list—currently at No. 69.

Unwavering Financial Strength: New York Life has received the highest possible financial strength ratings from all major credit agencies:

• A.M. Best: A++
• Fitch Ratings: AAA
• Moody’s: Aaa (or Aa1 in some recent updates)
• Standard & Poor’s: AA+ 

These affirmations highlight the company’s exceptional capital position, diversified liabilities, strong operational performance, and disciplined distribution model.