Entry-Level Financial Advisor

New York Life; Cedar Rapids (IA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Long-term disability

Group term life insurance

Training program

Job summary

New York Life Iowa General Office is seeking an Entry-Level Financial Advisor to help shape clients' financial futures. You will join a team that values innovation, collaboration, and growth, with medical, dental, vision, disability, and life insurance benefits and hands-on training from experienced professionals.

You will create personalized financial plans, engage clients regularly, educate on products, and work with teammates to drive client success and career growth in a supportive

Qualifications

• Bachelor's degree in finance, business, or a related field.
• Ability to build strong relationships and communicate effectively with clients.
• Experience in customer service or sales is a plus, but not required.
• Proven track record of setting and achieving personal or professional goals.
• Ability to analyze financial information and develop strategic plans.
• Strong organizational skills and attention to detail.
• Willingness to learn and adapt to new financial tools and technologies.

Responsibilities

• Develop and implement personalized financial plans tailored to each client's unique needs and goals.
• Engage with clients regularly to review their financial plans and adjust strategies as needed.
• Educate clients on financial products and services, empowering them to make informed decisions.
• Collaborate with team members to share insights and strategies for client success.
• Stay informed about industry trends and regulatory changes to provide up-to-date advice.
• Utilize company resources and tools to enhance client interactions and outcomes.
• Build and maintain strong relationships with clients, fostering trust and long-term partnerships.

Skills

Relationship building

Communication skills

Organizational skills

Attention to detail

Willingness to learn

Adaptability

Financial analysis

Education

Bachelor's degree in finance, business, or a related field

Job description

Join us at New York Life Iowa General Office as an Entry-Level Financial Advisor, where you'll play a vital role in shaping the financial futures of individuals. You'll be part of a team that values innovation, collaboration, and personal growth. From the start, you'll enjoy comprehensive benefits like medical, dental, vision, long-term disability, and group term life insurance. Our commitment to your development means you'll receive hands-on training and support from experienced professionals, setting you up for a successful career in the insurance industry.

In this role, you'll create personalized financial plans that help clients reach their life goals and dreams. You'll thrive in a dynamic environment with competitive compensation packages and opportunities for career advancement. Our supportive network is dedicated to helping you succeed, and we can't wait to see what you'll accomplish. If you're ready to make a meaningful impact and grow with us, let's begin this exciting journey together.

Compensation: $65,000 plus

Qualifications

• Bachelor's degree in finance, business, or a related field.
• Ability to build strong relationships and communicate effectively with clients.
• Experience in customer service or sales is a plus, but not required.
• Proven track record of setting and achieving personal or professional goals.
• Ability to analyze financial information and develop strategic plans.
• Strong organizational skills and attention to detail.
• Willingness to learn and adapt to new financial tools and technologies.

Responsibilities

• Develop and implement personalized financial plans tailored to each client's unique needs and goals.
• Engage with clients regularly to review their financial plans and adjust strategies as needed.
• Educate clients on financial products and services, empowering them to make informed decisions.
• Collaborate with team members to share insights and strategies for client success.
• Stay informed about industry trends and regulatory changes to provide up-to-date advice.
• Utilize company resources and tools to enhance client interactions and outcomes.
• Build and maintain strong relationships with clients, fostering trust and long-term partnerships.