Entry-Level Financial Planner

New York Life; New York (NY); On-site; USD 102,000 - 138,000; Full time

Job summary

New York Life is seeking an eager, strategic, and definitive financial advisor for an entry-level role with room for growth. The ideal candidate will help clients identify and achieve financial goals through planning services, including risk management, estate planning, debt and investment planning, retirement planning, and more.

Join our team to develop skills, build relationships, and grow with a company known for client service.

Qualifications

• Bachelor's degree in finance, business administration, or related analytical field.
• Strong communication and math skills with a proven track record of building client relationships.
• Baseline knowledge of financial industry concepts and products.
• FINRA Series 7/63/66 preferred but not required.

Responsibilities

• Develop tailored financial plans considering life stage and circumstances to meet clients' needs.
• Be coachable and pursue training opportunities to grow professionally.
• Determine cash flow, income, financial status, goals, and wealth-management assets to help clients reach objectives.
• Identify and secure new clients to act as trusted advisors for financial decisions.
• Provide strategic product, plan, and investment recommendations.

Skills

Communication skills

Math proficiency

Client relationship building

Attention to detail

Education

Bachelor's degree in finance, business administration, or related analytical field

Tools

Microsoft Office

CRM systems

Financial planning software

Google Suite

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.

Compensation

$120,000 at plan yearly

Qualifications

• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools is strongly preferred
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Valid FINRA Series 7 & 63/66 preferred but not required
• A Bachelor’s degree in finance, business administration, or an alternate related analytical field is required
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers

Responsibilities

• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Determine cash flow, income, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals