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Associate Financial Planner

New York Life - Uniondale

Uniondale, NY

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JOB DETAILS
SALARY
$85,000–$150,000 Per Year
SKILLS
Analysis Skills, Business Administration, Cash Flow, Communication Skills, Computer Skills, Customer Acquisition, Customer Relations, Customer Relationship Management (CRM) Systems, Customer Retention/Renewal, Customer Support/Service, Disability Insurance, Finance, Finance Software, Financial Planning, Financial Services, Futures, Insurance, Interpersonal Skills, Life Insurance, Mathematics, Microsoft Office, Presentation/Verbal Skills, Retirement Plan, Sales, Sales Presentation, Sales Prospecting, Series 7, Underwriting, Wealth Management
LOCATION
Uniondale, NY
POSTED
8 days ago

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

Compensation:

$85,000 - $150,000

Responsibilities:
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
  • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
  • 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
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
  • Network with and qualify with prospective clients and explain the features and merits of insurance, investments, and other planning needs.
  • Develop investment portfolios, disability, life insurance, and long-term life strategies, high-level professional sales presentations, and client acquisitions.
  • Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.
  • Develops long-term relationships with clients and underwriters.
  • Assist clients with concerns and service issues as needed.
  • Reach agreed-upon sales targets monthly.
Qualifications:
  • Valid FINRA Series 7 & 63/66 preferred but not required
  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
  • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
  • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
  • Interpersonal, communication and presentation skills
  • Driven, motivated, and coachable
  • Be willing to help others
  • New York Life will pay and cover all expenses for training and exam
  • Sales: 1 year (preferred)


About Company

We help individuals, families, and businesses secure their financial futures through a wide range of insurance, investment, and retirement solutions. Our culture emphasizes collaboration, professional growth, and doing what’s right for clients and communities. At New York Life, you’ll find opportunities to build a meaningful career while making a lasting impact.

About the Company

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New York Life - Uniondale