EntryLevel Financial Planner

New York Life Insurance - New York City; New York (NY); On-site; USD 104,400 - 127,600; Full time

Job summary

New York Life Insurance - New York City is seeking an eager entry-level financial advisor driven to help clients achieve their financial goals. Responsibilities include developing tailored financial plans, identifying new clients, and making strategic investment recommendations. Candidates should have a Bachelor's degree in finance or a related field, with strong communication and math skills. The position offers an annual compensation of $116,000 at plan, with room for personal and professional growth.

Qualifications

• Baseline knowledge about financial industry concepts and products is desired.
• Valid FINRA Series 7 & 63/66 preferred but not required.
• Proven track record of building strong client relationships.

Responsibilities

• Develop tailored financial plans based on clients' needs.
• Pursue training development and educational opportunities.
• Determine clients' financial situations to help achieve objectives.
• Identify and secure new clients for financial advice.
• Make strategic recommendations to help clients reach goals.

Skills

Microsoft Office

CRM systems

Financial planning software

Google Suite

Communication skills

Mathematical skills

Education

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

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

• 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 financial goals

Qualifications

• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools 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 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

Compensation

$116,000 at plan yearly