Financial Advisor

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! Responsibilities: • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals • Serve as a collaborative team player willing to further development through continued training opportunities • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor • 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 • Create customized financial plans using the products and services we offer based on each client's potential life and financial needs • Educate clients on how to plan for their future financially in the event of unfortunate life circumstances occurring • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Networking and building your personal book of business through establishing professional networks and prospecting for new clients • Cultivating quality relationships with clients to establish opportunities to help their family members pursue financial security • Leverage marketing and social media tools to identify and secure new clients who can benefit from having a trusted financial service professional • Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations Training & Resource Benefits: • Personalized coaching and mentorship from dedicated training professionals • Ongoing access to local managers, team member collaboration, and paired with a seasoned agent for mentorship • Support from corporate development managers and product consultants to assist you • Access to digital sales, prospecting, and marketing tools • Opportunity to earn professional designations and certifications • Sales incentives and professional development trips for top performers • Full benefits, including medical, dental, vision, life, and disability insurance • 401(k) and pension plan for eligible full-time agents Qualifications: • Valid FINRA Series 7 & 63/66 preferred but not required • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • 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 • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients • Must live in the State of Iowa Do you consider yourself to have these qualities? • Sales knowledge • Strong communication skills and the ability to talk to anyone easily • A great mindset • Enjoy engaging in your community and networking • Self-starter and eager to learn new things If so, apply for a rewarding career as an Entry-Level Financial Advisor with the New York Life Iowa General Office. We'd love to talk with you. Please note: We, unfortunately, can only accept applicants who are either U.S. Citizens or reside within the United States. We currently do not support US H-1B visas. To be considered for a role at the Iowa General Office, a candidate must live in the state of Iowa. Compensation: $50,000 - $70,000 yearly

• Create customized financial plans using the products and services we offer based on each client's potential life and financial needs • Educate clients on how to plan for their future financially in the event of unfortunate life circumstances occurring • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Networking and building your personal book of business through establishing professional networks and prospecting for new clients • Cultivating quality relationships with clients to establish opportunities to help their family members pursue financial security • Leverage marketing and social media tools to identify and secure new clients who can benefit from having a trusted financial service professional • Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectationsTraining & Resource Benefits: • Personalized coaching and mentorship from dedicated training professionals • Ongoing access to local managers, team member collaboration, and paired with a seasoned agent for mentorship • Support from corporate development managers and product consultants to assist you • Access to digital sales, prospecting, and marketing tools • Opportunity to earn professional designations and certifications • Sales incentives and professional development trips for top performers • Full benefits, including medical, dental, vision, life, and disability insurance • 401(k) and pension plan for eligible full-time agents

Compensation:
$50,000-$70,000 per year