Entry-Level Financial Advisor — Flexible Schedule & Growth

New York Life - Chicago Northshore; Chicago (IL); Hybrid; USD 108,499 - 132,610; Full time

Benefits offered by this job

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

401(k) Savings Plan

Defined Benefit Pension Plan

Professional Development

Job summary

A leading financial services firm in Chicago is looking for an Entry-Level Financial Agent to provide tailored financial solutions to clients. Responsibilities include offering life insurance, retirement planning, and assisting with estate needs. Candidates should ideally possess a bachelor's degree in finance or business, though prior experience is not mandatory. This role offers competitive compensation, extensive professional development, and flexible work options, making it a great opportunity for someone eager to grow their career and make an impact.

Qualifications

• A bachelor's degree in finance, business, or a related discipline is preferred.
• Excellent interpersonal, analytical, and communication skills.
• Ability to obtain necessary insurance and financial licenses.

Responsibilities

• Offer multiple financial solutions to clients.
• Provide life insurance strategies to protect clients' families.
• Assist clients with retirement planning and long-term financial growth.
• Help clients plan for estate needs and minimize tax liabilities.

Skills

Interpersonal skills

Analytical skills

Communication skills

Self-discipline

Education

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

Job description

A leading financial services firm in Chicago is looking for an Entry-Level Financial Agent to provide tailored financial solutions to clients. Responsibilities include offering life insurance, retirement planning, and assisting with estate needs. Candidates should ideally possess a bachelor's degree in finance or business, though prior experience is not mandatory. This role offers competitive compensation, extensive professional development, and flexible work options, making it a great opportunity for someone eager to grow their career and make an impact.