Entry-Level Financial Professional

WizeHire, Inc; Uniondale (NY); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k) with a 4% match

Health coverage

Pension plan

Job summary

New York Life is seeking an Entry-Level Financial Professional in Uniondale, NY. This full-time role focuses on building client relationships, listening to needs, and communicating clearly to deliver financial guidance.

You will leverage networking, referrals, and marketing initiatives to grow your client base while receiving a competitive compensation package and benefits such as a 401(k) with a 4% match, health coverage, and a pension plan.

Qualifications

• Strong interpersonal and communication skills.
• Ability to listen carefully and assess client needs.
• Willingness to learn and grow in financial services.

Responsibilities

• Develop and maintain relationships with potential clients.
• Assist in delivering financial guidance and solutions.
• Participate in marketing and referral initiatives to grow the book.

Skills

Networking

Active listening

Communication

Attention to detail

Job description

Join us at New York Life and embark on a rewarding journey as an Entry-Level Financial Professional. Here, you'll find a supportive community that values your growth and success. We're committed to helping you build a fulfilling career in the financial services industry. You'll have the chance to refine your skills and advance through dedication and initiative. We're all about transparency, integrity, and making a positive impact on the lives of clients and communities. In this role, you'll connect with potential clients, employing your strong listening skills and attention to detail to communicate effectively. Your drive to excel will help you thrive as you engage in a mix of networking, referrals, and strategic marketing. Embrace the opportunity for career advancement in a flexible full-time position. Alongside a competitive compensation package, you'll enjoy benefits like a 401(k) with a 4% match, comprehensive health coverage, and a pension plan. Let's shape the future together—