Associate Financial Advisor

NYL - Boston; Westborough (MA); On-site; USD 80,000 - 150,000; Full time

Job summary

A leading firm in financial services is eager to enhance its team with an entry-level financial advisor. This role emphasizes learning and development, helping clients achieve their monetary goals through organized planning and effective communication. Candidates with a passion for finance and a Bachelor's degree will thrive in this dynamic environment.

Qualifications

• Baseline knowledge about financial industry concepts and products.
• Requires up-to-date FINRA Series 7 & 63/66 documents.
• Strong client relationship building skills.

Responsibilities

• Gather and assess each client’s financial information.
• Develop tailored financial plans based on clients’ needs.
• Identify and secure new clients as a trusted advisor.

Skills

Communication

Analytical skills

Decision-making

Education

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

Tools

Microsoft Office

CRM systems

Financial planning software

Google Suite

Job description

Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Responsibilities: • Be a coachable, organized team member interested in pursuing training development and educational opportunities • 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 • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals Qualifications: • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired • Up-to-date FINRA Series 7 & 63/66 documents are a bonus • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred • 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 • A Bachelor’s degree in finance, business administration, or alternate related analytical field is preferable, but not required Compensation: $80,000 - $150,000 yearly

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Compensation:
$80,000-$150,000 per year