EntryLevel Financial Advisor

NYL - Nassau-Suffolk NY; Melville (NY); On-site; USD 104,000 - 128,000; Full time

Job summary

NYL - Nassau-Suffolk NY seeks an entry-level financial advisor with analytics-based strategies and a money-minded mindset. You will develop long-term client relationships and explore financial data, estate planning, and mutual funds.

Responsibilities include prospecting, recommending products, collaborating on plans, and creating customized financial plans for clients at different life stages.

Qualifications

• Stellar communication and math skills with a proven track record of building client relationships.
• Requires a Bachelor's degree in business administration, finance, or related field.
• Working knowledge of financial products, finance industry, or financial planning roles is essential.

Responsibilities

• Serve as a trusted advisor for new clients identified through proactive outreach.
• Support clients toward financial goals via strategic product, plan, and investment recommendations.
• Be a coachable team player open to ongoing education and training from colleagues.
• Create customized financial plans based on life stage, circumstances, and needs.
• Assess cash flow, income, assets, and financial status to help clients meet objectives.

Skills

Strong communication

Mathematics

Relationship building

Education

Bachelor's degree in business administration or finance

Tools

Microsoft Office

Excel

CRM systems

Financial planning software

Google Workspace

Job description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, Must live in Long Island or Queens, New York!.

Responsibilities

• 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
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• 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

Qualifications

• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• Requires a Bachelor's degree in business administration, finance, or other related field
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• 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

Compensation: $116,000 at plan yearly

Compensation: $116,000 per year