Analysis Skills, Business Administration, Cash Flow, Communication 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, Sales, Sales Presentation, Sales Prospecting, Series 7, Strategic Planning, Team Player, Underwriting, Wealth Management
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:$120,000
Responsibilities:- 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
- 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
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating 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:- Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
- A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
- Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
- Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
- 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 the 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.
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New York Life - Uniondale