Associate Financial Planner

NYL - Melville Office; Melville (NY); On-site; USD 75,000 - 125,000; Full time

Job summary

An established industry player is on the lookout for a motivated financial advisor to join their dynamic team in Melville. This entry-level position offers a fantastic opportunity for growth and development in the financial sector. As a financial advisor, you'll help clients navigate their financial journeys, offering tailored solutions in areas such as risk management, estate planning, and investment strategies. With a focus on client service excellence, you'll be equipped to build lasting relationships and make a meaningful impact. If you're ready to kickstart your career in finance and are eager to learn, this role could be the perfect fit for you.

Qualifications

• Bachelor’s degree in business administration or finance is required.
• Strong communication and relationship-building skills are essential.

Responsibilities

• Identify and secure new clients for financial advisory services.
• Develop tailored financial plans based on clients’ needs and goals.
• Provide strategic recommendations for achieving financial objectives.

Skills

Client Relationship Management

Financial Planning

Risk Management

Investment Management

Estate Planning

Debt Management

Communication Skills

Mathematical Skills

Education

Bachelor’s degree in Business Administration

Bachelor’s degree in Finance

Tools

Microsoft Office

Excel

CRM Systems

Financial Planning Software

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:

1. Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions.
2. Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs.
3. 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.
4. Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals.
5. Be a coachable, organized team member interested in pursuing training development and educational opportunities.

Qualifications:

1. Requires a Bachelor’s degree in business administration, finance, or other related field.
2. Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients.
3. Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential.
4. Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired.
5. Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus.

Compensation:

$75,000 - $125,000 yearly