EntryLevel Financial Advisor

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

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!

Responsibilities

• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations

Qualifications

• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients

Key Characteristics

• Highly self-motivated and self-disciplined with the ability to work effectively and independently
• Outgoing personality with the ability to develop relationships (i.e., “People Person”) and a sincere desire to help others
• Fearless, positive attitude, and willingness to be accountable for results
• Organized, detail-oriented, and excellent time-management skills
• The desire for continuous learning
• Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner

Compensation

$74,000 - $120,000 at plan earnings