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:

$50,000 - $70,000 yearly

Responsibilities:

• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
• 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
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members

• 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

• Leveraging 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:

• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
• 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 understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• A required Bachelor’s degree in business administration, finance, or similarly related field

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.

About Company

About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹.

1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.

2- Source: Individual Third Party Ratings Reports as 7/30/18.

3- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see