Entry Level Financial Advisor
NYL - Nassau-Suffolk NY
Description To be considered, candidates must live in or around the Albany, NY area Are you ready to make a meaningful impact in the financial services industry? At New York Life, we're looking for a passionate and driven financial advisor who thrives on connecting with others and developing strategic, data-driven solutions. You'll have the chance to build long-term relationships and help clients achieve their financial goals while growing your own career. With our comprehensive training and development programs, you'll gain the skills and confidence you need to succeed. We provide all necessary study materials for licensing and professional designations through The American College, and substantial bonuses and incentives in your first year. Join us and let's navigate a rewarding path together, backed by the strength and stability of a Fortune 100 company. Candidates will report to Latham, NY office 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
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs Qualifications To be considered, candidates must live in or around the Albany, NY area
• Experience in financial planning or a related field is a plus, but not required. We offer any and all training, education, and registrations/licenses.
• Ability to analyze financial data and develop actionable strategies for clients.
• Proven track record of building and maintaining strong client relationships.
• Strong communication skills to clearly explain complex financial concepts.
• Ability to identify and secure new clients through networking and referrals.
• Interest in continuous learning and professional development in financial services.
• Organizational skills to manage multiple clients and financial plans effectively.
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs Qualifications To be considered, candidates must live in or around the Albany, NY area
• Experience in financial planning or a related field is a plus, but not required. We offer any and all training, education, and registrations/licenses.
• Ability to analyze financial data and develop actionable strategies for clients.
• Proven track record of building and maintaining strong client relationships.
• Strong communication skills to clearly explain complex financial concepts.
• Ability to identify and secure new clients through networking and referrals.
• Interest in continuous learning and professional development in financial services.
• Organizational skills to manage multiple clients and financial plans effectively.
Vacancy posted 4 days ago
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