Entry-Level Financial Advisor

New York Life - Kansas City; Kansas City (MO); On-site; USD 74,000 - 120,000; Full time

Job summary

New York Life - Kansas City is seeking an entry-level Financial Advisor to help clients achieve their financial goals through personalized planning services. Ideal candidates will possess strong communication and relationship-building skills, along with a Bachelor’s degree in finance or a related field.

The position offers a promising outlook and opportunities for growth in a supportive environment. Candidates valuing client service and personal development will thrive.

Qualifications

• Excellent communication, relationship building, and math skills.
• Knowledge of financial products and responsibilities as a financial advisor.
• Bachelor’s degree required.

Responsibilities

• Customize financial plans based on individual client needs.
• Work with clients to compile comprehensive financial profiles.
• Develop strong relationships with new clients.

Skills

Communication skills

Relationship building

Math skills

Financial product knowledge

Customer service

Education

Bachelor’s degree in finance, business administration, or related field

Tools

Microsoft Office

Financial planning software

CRM systems

Job description

Overview

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: $74,000 - $120,000 at plan earnings

Responsibilities

• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor

Qualifications

• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
• A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed

Company fit and expectations

As a Financial Professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures. We’re looking for people who possess the following characteristics:

• Highly self-motivated and self-disciplined with the ability to work effectively and independently
• Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others
• Fearless, positive attitude, and willingness to be accountable for results
• Organized, detail-oriented, and excellent time-management skills
• The desire for continuous learning
• Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner

About Company

A Legacy of Stability & Trust: Founded in 1845, New York Life is the largest mutual life insurer in the U.S., meaning it’s owned by its policyholders rather than shareholders. The company consistently ranks among the top on the Fortune 500 list—currently at No. 69.

Unwavering Financial Strength: New York Life has received the highest possible financial strength ratings from all major credit agencies:

• A.M. Best: A++
• Fitch Ratings: AAA
• Moody’s: Aaa (or Aa1 in some recent updates)
• Standard & Poor’s: AA+

These affirmations highlight the company’s exceptional capital position, diversified liabilities, strong operational performance, and disciplined distribution model.