Entry-Level Financial Advisor: Wealth Planning & Growth

New York Life - Northern Colorado; Fort Collins (CO); On-site; USD 75,000 - 150,000; Full time

Benefits offered by this job

Licensing support

Study materials provided

Training program

Job summary

New York Life - Northern Colorado seeks an entry-level financial advisor with a passion for analytics-based strategies and client relationships. You will develop long-term wealth plans, gather client data, and provide sound guidance based on individual financial status and goals.

Role involves licensing sponsorship, world-class training, and ongoing client reviews to adapt strategies over time. On-site position with strong earning potential through commissions.

Qualifications

• Bachelor’s degree in business administration, finance, or related field.
• Familiar with Microsoft Office, financial planning software, Google Suite, CRM systems.
• Interest in the financial industry and products; strong math and communication skills.

Responsibilities

• Identify and secure new clients as trusted wealth advisor.
• Compile financial profiles to guide tailored advice.
• Create customized financial plans per client life stage.
• Perform fact-finding to align wealth strategies with goals.
• Review and adjust strategies as client needs evolve.

Skills

Math skills

Communication skills

Relationship skills

Education

Bachelor’s degree in business administration/finance

High school diploma

Four-year college degree preferred

Tools

Microsoft Office

Financial planning software

Google Suite

CRM systems

Job description

New York Life - Northern Colorado seeks an entry-level financial advisor with a passion for analytics-based strategies and client relationships. You will develop long-term wealth plans, gather client data, and provide sound guidance based on individual financial status and goals.

Role involves licensing sponsorship, world-class training, and ongoing client reviews to adapt strategies over time. On-site position with strong earning potential through commissions.