Associate Financial Advisor

New York Life - Northern Ohio; Independence (OH); On-site; USD 79,000 - 125,000; Full time

Job summary

An established industry player is looking for an enthusiastic financial advisor to join their team. This entry-level position offers a unique opportunity for growth and development in the financial sector. You will engage with clients to help them achieve their financial goals through personalized planning services, including risk management, investment strategies, and retirement planning. Ideal candidates will possess strong communication and analytical skills, a passion for finance, and a commitment to excellent client service. If you're ready to embark on a rewarding career path in finance, this role is perfect for you!

Qualifications

• Strong communication and math skills with a track record in client relationships.
• Bachelor's degree in business or finance is required.

Responsibilities

• Provide strategic product and investment recommendations to clients.
• Gather and assess financial information to create customized plans.
• Identify and secure new clients as a trusted financial advisor.

Skills

Communication Skills

Mathematical Skills

Client Relationship Management

Risk Management

Investment Management

Education

Bachelor’s degree in Business Administration

Bachelor’s degree in Finance

Bachelor’s degree in related field

Tools

Microsoft Office

Financial Planning Software

Google Suite

CRM Systems

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:

1. Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals.
2. Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management.
3. Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs.
4. Be a coachable, organized team member interested in pursuing training development and educational opportunities.
5. Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions.

Qualifications:

1. Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers.
2. Requires a Bachelor’s degree in business administration, finance, or other related field.
3. Basic understanding of the role of a financial advisor or financial consultant, as well as interest in the financial industry and financial products is necessary.
4. Valid FINRA Series 7 & 63/66 preferred but not required.
5. Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed.

Compensation:

$79,000 - $125,000 per year