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Entry-Level Wealth Advisor
Job summary
A leading financial services firm seeks an Entry-Level Wealth Advisor in Melville, NY. This full-time role offers competitive training and support, focusing on financial guidance and relationship-building with clients to help them achieve their goals. With a strong emphasis on skill development, this opportunity prepares professionals for a successful career in wealth management.
Qualifications
- Some experience in a sales or financial services-related position is preferred.
- Life and health, SIE, Series 6 or 7 preferred but not required.
- Previous management skills are a plus.
Responsibilities
- Provide clients with financial guidance and education to create custom retirement plans.
- Analyze clients' financial situations and provide advice on risk management strategies.
- Identify opportunities to increase clients' financial performance.
Skills
Education
Tools
NYL - Nassau-Suffolk NY • Melville , NY , US
Posted 2 months ago
Description
Seeking an Entry-Level Wealth Advisor to join our Melville, NY team, embarking on a journey to excel in wealth management and financial planning. Engage deeply with clients, offering expert advice and comprehensive financial planning to help them reach their financial aspirations. Focus on cultivating client relationships, assisting them in defining and attaining their financial goals.
Benefit from continual support and contribute to a collaborative team environment. This opportunity is perfect for those eager to enhance their knowledge in Investment and Financial Planning. Full-time position with comprehensive training provided, regardless of previous experience. Competitive salary: $116,000 annually + extensive benefits package.
Responsibilities
- Provide clients with financial guidance and education to create custom retirement plans and investment strategies
- Analyze clients' financial situations and provide advice on risk management strategies
- Keep up to date with relevant financial regulations and news, and communicate changes to clients
- Identify opportunities to increase clients' financial performance and profitability
- Find and obtain clients to build a financial services practice
- We work with business owners, individuals, and families
- US Work Authorization
- Excellent people skills and communication skills
- Some experience in a sales or financial services-related position is preferred
- Proficient in the use of Microsoft Office and other financial systems
- Competitive
- College Degree
- Life and health, SIE, Series 6 or 7 preferred but not required
- Coachable
- Previous Management skills are a plus
- Sales skills are a plus
$116,000 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
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.
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