EntryLevel Financial Advisor

New York Life Insurance - Hui Ling Zhang; New York (NY); On-site; USD 75,000 - 120,000; Full time

Job summary

New York Life Insurance - Hui Ling Zhang is seeking a Licensed Financial Advisor to help clients build secure financial futures. You will develop personalized financial plans, analyze client finances, and educate on insurance and investments.

Role emphasizes strong client relationships, regulatory awareness in New York, and collaboration with a supportive team to leverage comprehensive resources for superior service and growth.

Qualifications

• Experience in financial planning and advising.
• Ability to analyze financial data and deliver actionable guidance.
• Proven ability to build and maintain client relationships through communication.
• Licensed in New York as a Financial Advisor with local regulatory understanding.

Responsibilities

• Guide clients in developing personalized financial plans aligned with life goals.
• Analyze clients' financial status including income, expenses, and investments to offer tailored advice.
• Educate clients on insurance products and investment options for informed decisions.
• Build and maintain strong relationships with clients through regular communication and follow-ups.
• Collaborate with team to stay updated on industry trends and regulatory changes.

Skills

Financial planning

Client relationships

Analytical skills

Regulatory knowledge

Communication

Team collaboration

Financial tools

Education

NY Financial Advisor license

Tools

Financial planning tools

Job description

Join our team as a Licensed Financial Advisor and make a meaningful impact on the financial futures of clients. At New York Life Insurance - Hui Ling Zhang, we empower you to provide personalized advice, helping individuals and families achieve their financial goals with confidence. You'll have access to a robust suite of resources and support from a trusted industry leader, allowing you to build strong, lasting relationships with your clients. We value integrity, collaboration, and the drive to succeed, and we're committed to fostering a supportive environment where your professional growth is prioritized. Let's grow together and make a difference in the lives of those we serve.

Responsibilities

• Guide clients in developing personalized financial plans that align with their life goals.
• Analyze clients' financial status, including income, expenses, and investments, to offer tailored advice.
• Educate clients on various insurance products and investment options, empowering them to make informed decisions.
• Build and maintain strong, trusting relationships with clients through regular communication and follow-ups.
• Collaborate with our team to stay updated on industry trends and regulatory changes, ensuring the best advice for clients.
• Utilize our comprehensive suite of resources to enhance client service and streamline financial planning processes.
• Conduct financial reviews and adjust strategies as needed to keep clients on track towards their objectives.

Qualifications

• Experience in financial planning and advising, with a focus on personalized client solutions.
• Ability to analyze complex financial data and provide clear, actionable advice.
• Proven track record of building and maintaining strong client relationships through effective communication.
• Licensed in the state of New York as a Financial Advisor, with a deep understanding of local regulations.
• Strong knowledge of insurance products and investment options, with the ability to educate clients effectively.
• Ability to collaborate with team members to stay informed on industry trends and regulatory changes.
• Proficiency in utilizing financial planning tools and resources to enhance client service and streamline processes.

Compensation

$75,000 – $120,000 at plan commission