Entry-Level Financial Advisor

New York Life; Des Moines (IA); On-site; USD 59,000 - 72,000; Full time

Benefits offered by this job

Medical plan

Dental plan

Vision plan

Job summary

New York Life Insurance Co. is seeking an entry-level Financial Advisor to help clients reach their financial goals. You will engage with clients, understand their needs, and develop tailored strategies across insurance and investments.

You will build comprehensive financial plans, educate clients on products, and collaborate with teammates to deliver exceptional service while staying current with industry trends and regulatory changes.

Qualifications

• Experience in customer service or sales is a plus, but not required.
• Ability to communicate complex financial concepts in a clear and relatable manner.
• Proven track record of building strong, trust-based relationships with clients.
• Eagerness to learn and adapt in a dynamic industry environment.
• Strong organizational skills to manage multiple client accounts effectively.
• Ability to work collaboratively within a team to achieve common goals.
• Proficiency in using digital tools and platforms for client management and communication is beneficial.
• Requires a Bachelor's degree in business administration, finance, or other related field
• Valid FINRA Series 7 & 63/66 preferred but not required
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients

Responsibilities

• Engage with clients to understand their financial goals and provide personalized advice.
• Develop comprehensive financial plans that align with clients' needs and aspirations.
• Educate clients on various insurance and investment products to enhance their financial literacy.
• Collaborate with team members to refine strategies and deliver exceptional client service.
• Monitor clients' financial progress and adjust plans to ensure continued alignment with their goals.
• Stay informed about industry trends and regulatory changes to provide up-to-date advice.
• Participate in ongoing training and development to enhance your skills and knowledge base.
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor

Skills

Customer service

Explain financial concepts

Relationship building

Eagerness to learn

Organizational skills

Team collaboration

Digital tools

FINRA license

MS Office

CRM systems

Financial planning software

Strong communication

Math skills

Education

Bachelor's degree in business/finance

Tools

MS Office

CRM systems

Financial planning software

Google Workspace

Job description

Join our team as an entry-level Financial Advisor with New York Life, where you'll empower clients to achieve their financial dreams. You'll gain hands-on experience in financial services, cultivating the skills necessary for successful wealth management. We believe in nurturing your growth with our supportive environment, collaborative culture, and commitment to your professional development. Here, your communication skills and analytical prowess will shine as you help clients navigate their financial journey with confidence.

As part of our dynamic team, you'll benefit from competitive pay and comprehensive benefits, including medical, dental, and vision plans for you and your dependents. Our reputation as one of the strongest financial companies ensures you'll be working with a trusted leader in the industry. If you're ready to take the first step in your financial advising career and you're excited about making a difference in clients' lives, we invite you to apply today. Let's build a brighter future together.

Compensation:

$65,000+

Qualifications

• Experience in customer service or sales is a plus, but not required.
• Ability to communicate complex financial concepts in a clear and relatable manner.
• Proven track record of building strong, trust-based relationships with clients.
• Eagerness to learn and adapt in a dynamic industry environment.
• Strong organizational skills to manage multiple client accounts effectively.
• Ability to work collaboratively within a team to achieve common goals.
• Proficiency in using digital tools and platforms for client management and communication is beneficial.
• Requires a Bachelor's degree in business administration, finance, or other related field
• Valid FINRA Series 7 & 63/66 preferred but not required
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients

Responsibilities

• Engage with clients to understand their financial goals and provide personalized advice.
• Develop comprehensive financial plans that align with clients' needs and aspirations.
• Educate clients on various insurance and investment products to enhance their financial literacy.
• Collaborate with team members to refine strategies and deliver exceptional client service.
• Monitor clients' financial progress and adjust plans to ensure continued alignment with their goals.
• Stay informed about industry trends and regulatory changes to provide up-to-date advice.
• Participate in ongoing training and development to enhance your skills and knowledge base.
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor