Coachable Entry-Level Financial Advisor | Client Planner

NYL - Nassau-Suffolk NY; Melville (NY); On-site; USD 104,000 - 128,000; Full time

Job summary

NYL - Nassau-Suffolk NY seeks an entry-level financial advisor with analytics-based strategies and a money-minded mindset. You will develop long-term client relationships and explore financial data, estate planning, and mutual funds.

Responsibilities include prospecting, recommending products, collaborating on plans, and creating customized financial plans for clients at different life stages.

Qualifications

• Stellar communication and math skills with a proven track record of building client relationships.
• Requires a Bachelor's degree in business administration, finance, or related field.
• Working knowledge of financial products, finance industry, or financial planning roles is essential.

Responsibilities

• Serve as a trusted advisor for new clients identified through proactive outreach.
• Support clients toward financial goals via strategic product, plan, and investment recommendations.
• Be a coachable team player open to ongoing education and training from colleagues.
• Create customized financial plans based on life stage, circumstances, and needs.
• Assess cash flow, income, assets, and financial status to help clients meet objectives.

Skills

Strong communication

Mathematics

Relationship building

Education

Bachelor's degree in business administration or finance

Tools

Microsoft Office

Excel

CRM systems

Financial planning software

Google Workspace

Job description

NYL - Nassau-Suffolk NY seeks an entry-level financial advisor with analytics-based strategies and a money-minded mindset. You will develop long-term client relationships and explore financial data, estate planning, and mutual funds.

Responsibilities include prospecting, recommending products, collaborating on plans, and creating customized financial plans for clients at different life stages.