Entry-Level Financial Planner

Bighornlaw; Melville; On-site; CAD 116,000; Full time

Job summary

A leading company is seeking a motivated financial advisor for an entry-level position in Melville, Canada. This role focuses on helping clients achieve their financial goals through tailored planning services, offering growth opportunities and a competitive salary. Ideal candidates will possess a bachelor’s degree and strong communication skills, along with a drive to build lasting client relationships.

Qualifications

• Computer proficiency in financial tools strongly preferred.
• Baseline knowledge about financial concepts is desired.
• Stellar communication and math skills required.

Responsibilities

• Develop tailored financial plans based on clients’ financial goals.
• Coachable team member interested in training and development.
• Identify and secure new clients as a trusted advisor.

Skills

Communication

Mathematics

Client Relationship Building

Computer Proficiency

Education

Bachelor’s degree in finance, business administration, or alternate related analytical field

Tools

Microsoft Office

CRM systems

Financial planning software

Google Suite

Job description

NYL - Nassau-Suffolk NY • Melville , NY , US

Posted 25 days ago

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!

Responsibilities

• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• 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
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals

Qualifications

• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• 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
• A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers

Compensation

$116,000 at plan yearly

About NYL - Nassau-Suffolk NY

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients.

We’re proud of our position in the industry • Training Magazine 2021: Top Companies for Learning and Development • Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for Insurance: Life and Health.

We’re proud to be recognized by organizations that also value diversity. • 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized • LATINA Style 2019: Company of the Year • Forbes 2019: America’s Best Employers for Diversity • Diversity Inc 2018: Top 50 Companies for Diversity