Financial Planner

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:

$120,000 - $150,000 yearly

• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• 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
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members

• 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.

• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• Valid FINRA Series 7 & 63/66 preferred but not required
• A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential

• 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.

New York Life is a Fortune 100 mutual company with over 180 years of helping Americans protect their families and achieve financial goals. Because we are accountable only to policyholders—not Wall Street—we focus on long-term value and stability. We are highly rated for financial strength (A++ A.M. Best, AAA Fitch, Aaa Moody’s, AA+ S&P) and recognized for excellence in training, diversity, and workplace culture.

We serve over 5.3 million clients, provide nearly $1.2 trillion in life insurance protection, and deliver billions in benefits, including $4.5 billion in living benefits and $579 million in lifetime annuity income.

New York Life continues to innovate to meet evolving client needs while maintaining a strong commitment to integrity, inclusion, and service.