Associate 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: • 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 • Serve as a collaborative team player willing to further development through continued training opportunities • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs What You’ll Do: • Proactively build and maintain strong client relationships through networking, referrals, and outreach • Meet with clients to gather and analyze financial information, goals, and risk tolerance • Design personalized strategies for retirement planning, education funding, wealth protection, and estate planning • Present and recommend a broad range of financial solutions, including life insurance, annuities, mutual funds, and other investment options • Guide clients through implementation and conduct ongoing reviews to ensure strategies stay aligned with their evolving goals • Partner with fellow New York Life professionals to deliver comprehensive, holistic financial solutions • This role combines relationship-building, strategic thinking, and consultative sales. If you are motivated by helping others while building a rewarding, high-growth career for yourself, this opportunity offers the training, mentorship, and platform to succeed Qualifications: • 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 • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients • A required Bachelor’s degree in business administration, finance, or similarly related field • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired What We’re Looking For • Excellent interpersonal and communication skills with a genuine client-first mindset • Business-minded spirit with a strong drive for achievement, growth, and independence • Strategic thinker with sound judgment, attention to detail, and strong analytical abilities • Sales, customer service, or financial services experience is a plus — but not required • Bachelor’s degree in business, finance, marketing, or related field preferred (not mandatory) • Bilingual abilities are highly valued and a strong advantage Benefits & Support We are committed to investing in your long-term success and financial well-being: • 401(k) • Pension plan • Health insurance • Dental insurance • Vision insurance • Flexible schedule • Full training/coaching, Licensing, and mentorship provided Compensation Package This is a performance-based role with strong earning potential, including: • Commission pay • Performance bonuses • Growth-based income opportunities Compensation: $75,000 - $135,000+ yearly

• What You’ll Do: • Proactively build and maintain strong client relationships through networking, referrals, and outreach • Meet with clients to gather and analyze financial information, goals, and risk tolerance • Design personalized strategies for retirement planning, education funding, wealth protection, and estate planning • Present and recommend a broad range of financial solutions, including life insurance, annuities, mutual funds, and other investment options • Guide clients through implementation and conduct ongoing reviews to ensure strategies stay aligned with their evolving goals • Partner with fellow New York Life professionals to deliver comprehensive, holistic financial solutions • This role combines relationship-building, strategic thinking, and consultative sales. If you are motivated by helping others while building a rewarding, high-growth career for yourself, this opportunity offers the training, mentorship, and platform to succeed

Compensation:
$75,000-$135,000 per year