Entry Level Financial Professional

Bighornlaw; Melville; On-site; USD 100,000; Full time

Job summary

A leading financial services company is seeking an entry-level financial advisor passionate about building relationships and providing sound financial advice. Ideal candidates will have strong communication skills and a desire to learn. Responsibilities include creating financial plans and securing new clients. Join a respected firm with a strong track record in the industry.

Qualifications

• Baseline knowledge about financial industry concepts and products.
• Proven track record of building strong client relationships.

Responsibilities

• Serve as a collaborative team player in financial services.
• Create customized financial plans for clients.
• Make strategic investment recommendations.

Skills

Communication

Networking

Analytical Skills

Education

Bachelor’s degree in business administration

Bachelor’s degree in finance

Tools

Microsoft Office

Google Suite

CRM systems

Job description

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

• Serve as a collaborative team player willing to further development through continued training opportunities
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• 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
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals

Qualifications

• Must have the ability to successfully network and prospect for new clients
• Must live in or near Long Island, Brooklyn, or Queens
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• Requires a Bachelor’s degree in business administration, finance, or other related field

Compensation

$100,000 at plan yearly

About NYL - Melville

About NYL - Melville: We are among the strongest and most respected financial companies in the world. We have 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 and Poor’s (AA+), Moody’s Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. We have been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.