Entry-Level Financial Advisor: Growth & Client Impact

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 eager, strategic financial advisor for an entry-level position. This role offers potential for growth and involves customizing financial plans, supporting clients towards their financial goals, and using various financial tools. Ideal candidates should possess a Bachelor’s degree in finance or a related field. The position offers compensation ranging from $74,000 to $120,000 at plan earnings.

Qualifications

• Experience with financial planning software desired.
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus.
• Baseline knowledge of financial industry concepts is desired.

Responsibilities

• Customize financial plans for clients based on their circumstances.
• Build financial profiles to provide advice based on individual status.
• Support clients’ progress towards financial goals with strategic recommendations.

Skills

Expertise with Microsoft Office

Understanding of financial planning software

Proficient in CRM systems

Strong communication skills

Math skills

Education

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

Tools

Excel

Google Suite

Job description

New York Life - Kansas City is seeking an eager, strategic financial advisor for an entry-level position. This role offers potential for growth and involves customizing financial plans, supporting clients towards their financial goals, and using various financial tools. Ideal candidates should possess a Bachelor’s degree in finance or a related field. The position offers compensation ranging from $74,000 to $120,000 at plan earnings.