Entry-Level Financial Planner

New York Life; New York (NY); On-site; USD 104,400 - 127,600; Full time

Job summary

A financial services firm in New York is seeking an enthusiastic entry-level financial advisor. The role offers opportunities for growth and focuses on helping clients reach their financial goals through various planning services. Candidates should be dedicated to excellent client service and willing to learn about areas such as risk management and investment options. The position promises a yearly compensation at plan of $116,000, providing a solid start in the financial industry.

Qualifications

• Strong commitment to client service.
• Willingness to learn about financial planning.
• Ability to identify financial goals for clients.

Responsibilities

• Help clients with financial goals through planning services.
• Learn skills related to risk management and investment options.
• Deliver excellent client service.

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: $116,000 at plan yearly