Entry-Level Financial Planner
$120kNew York Life Insurance - Hui Ling Zhang
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 at plan yearly
Responsibilities:Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
Be a coachable, organized team member interested in pursuing training development and educational opportunities
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
Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools is strongly preferred
Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
Valid FINRA Series 7 & 63/66 preferred but not required
A Bachelor’s degree in finance, business administration, or an alternate related analytical field is required
Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
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 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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