Financial Advisor

WizeHire, Inc; Melville; On-site; CAD 138,000; Full time

Job summary

A leading financial services firm in Melville is seeking a motivated financial advisor for an entry-level role. This position offers opportunities for growth while helping clients achieve their financial goals. Key responsibilities include developing tailored financial strategies and building strong relationships with clients. Ideal candidates should possess a Bachelor's degree in finance or a related field and have excellent communication skills.

Qualifications

• Must be able to network and prospect for new clients.
• Working knowledge of financial products and financial planning.
• Exemplary communication skills and relationship management.

Responsibilities

• Work with clients to compile financial profiles for advising.
• Make tailored recommendations for financial plans.
• Build strong relationships with new clients.

Skills

Networking and prospecting for new clients

Financial product knowledge

Excellent math skills

Communication skills

Relationship management

Education

Bachelor's degree in business administration, finance, or related field

Tools

Microsoft Office

Excel

CRM systems

Google Suite

Job 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

• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• 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
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor

Qualifications

• Must have the ability to successfully network and prospect for new clients
• Must live in or near Long Island, Brooklyn, or Queens
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
• Requires a Bachelor’s degree in business administration, finance, or other related field
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients

Compensation

$100,000 at plan yearly

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.