Entry-Level Financial Advisor

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

Job summary

New York Life Insurance Co. is seeking an entry-level financial advisor to help clients identify and achieve financial goals through planning services, risk management, and investments.

You will gain experience in retirement planning, estate planning, and various insurance products while delivering excellent client service. Ideal candidates will communicate complex concepts clearly, build trust-based client relationships, and be eager to learn in a dynamic industry.

Qualifications

• Experience in customer service or sales is a plus, but not required.
• Ability to communicate complex financial concepts clearly and accessibly.
• Proven track record of building strong, trust-based client relationships.
• 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 goals.
• Proficiency with digital tools and platforms for client management and communication.
• Bachelor’s degree in finance, business administration, or related analytical field is required.
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus.
• Experience with MS Office, Excel, CRM systems, financial planning software, Google Suite, and other tools is desired.
• Working knowledge of financial products and advisory roles is essential.
• Exemplary math, communication, and relationship skills for client service.

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 financial literacy.
• Collaborate with team members to refine strategies and deliver exceptional client service.
• Monitor clients' financial progress and adjust plans to ensure alignment with goals.
• Stay informed about industry trends and regulatory changes to provide up-to-date advice.
• Participate in ongoing training and development to enhance skills and knowledge.

Skills

Communication skills

Relationship building

Organizational skills

Team collaboration

Customer service

Learning mindset

Adaptability

Education

Bachelor’s degree in finance or related field

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!

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.
• A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new 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.