Financial Advisor

Job Description

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! Compensation:

$120,000 - $150,000 yearly

Responsibilities:

• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• 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
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor

• Guide clients in developing personalized financial plans that align with their life goals and aspirations.
• Analyze clients' financial status and provide strategic advice on investments, risk management, and estate planning.
• Build and nurture long-term relationships with clients, ensuring trust and transparency in all interactions.
• Stay informed about industry trends and regulatory changes to provide clients with the most current advice.
• Collaborate with team members to deliver comprehensive financial solutions and enhance client satisfaction.
• Identify new business opportunities and expand the client base through networking and community engagement.
• Conduct regular reviews of clients' financial plans to ensure they remain aligned with changing circumstances and goals.

Qualifications:

• Requires a Bachelor’s degree in business administration, finance, or other related field
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary

• Experience in financial advising, with a focus on insurance and investment products.
• Ability to build and maintain strong client relationships through effective communication and trust.
• Proven track record of achieving sales targets and expanding client portfolios.
• Strong analytical skills to assess clients' financial situations and provide tailored advice.
• Commitment to continuous learning and professional development in the financial sector.
• Ability to work collaboratively with team members to deliver comprehensive financial solutions.
• Proficiency in using financial planning software and tools to create customized plans for clients.

About Company
About New York Life

New York Life is a Fortune 100 company with more than 180 years of experience helping individuals, families, and businesses protect their financial futures. As a mutual company, New York Life is focused on the long-term interests of its policyholders and clients.

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity.

Job Type: Full-time