EntryLevel Financial Professional Sales

New York Life - Northern Colorado; Fort Collins (CO); On-site; USD 75,000 - 150,000; Full time

Benefits offered by this job

Licensing support

Study materials provided

Training program

Job summary

New York Life - Northern Colorado seeks an entry-level financial advisor with a passion for analytics-based strategies and client relationships. You will develop long-term wealth plans, gather client data, and provide sound guidance based on individual financial status and goals.

Role involves licensing sponsorship, world-class training, and ongoing client reviews to adapt strategies over time. On-site position with strong earning potential through commissions.

Qualifications

• Bachelor’s degree in business administration, finance, or related field.
• Familiar with Microsoft Office, financial planning software, Google Suite, CRM systems.
• Interest in the financial industry and products; strong math and communication skills.

Responsibilities

• Identify and secure new clients as trusted wealth advisor.
• Compile financial profiles to guide tailored advice.
• Create customized financial plans per client life stage.
• Perform fact-finding to align wealth strategies with goals.
• Review and adjust strategies as client needs evolve.

Skills

Math skills

Communication skills

Relationship skills

Education

Bachelor’s degree in business administration/finance

High school diploma

Four-year college degree preferred

Tools

Microsoft Office

Financial planning software

Google Suite

CRM systems

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, apply today!

Responsibilities

• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• 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
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Spend time in the fact-finding analysis with existing clients and new prospects while assessing their goals and objectives in order to create tailored wealth accumulation and risk management strategies that align with clients' risk profiles
• Implement client-specific strategies and tactics proven effective in maintaining and growing existing consumer portfolios comprised of loyal, long‑term clients
• Review with existing clients on an ongoing basis as their needs and priorities continue to change over time

Qualifications

• Requires a Bachelor’s degree in business administration, finance, or other related field
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• Valid FINRA Series 7 & 63/66 preferred but not required
• Must live in the state of Colorado, Wyoming, or Nebraska
• History of success. Strong interpersonal communication skills. Good reputation in your community. Business-driven ethos. Four‑year college degree preferred; High school diploma required.

No Door-To-Door or Cold Calling! -- Our World-Class Training will establish the 17 ways in which we target the market in our local communities.

We sponsor our professionals in obtaining their Life, Accident Health Insurance Licenses as well as their SIE, Series 6, Series 63, and/or Series 7 Licenses. We pay for you to sit for the exam and for state licenses. We also provide the study materials at no cost, so there is no financial exposure on your part.

• No Door-To-Door or Cold Calling! -- Our World-Class Training will establish the 17 ways in which we target the market in our local communities.
• We sponsor our professionals in obtaining their Life, Accident Health Insurance Licenses as well as their SIE, Series 6, Series 63, and/or Series 7 Licenses. We pay for you to sit for the exam and for state licenses. We also provide the study materials at no cost, so there is no financial exposure on your part.
• Spend time in the fact-finding analysis with existing clients and new prospects while assessing their goals and objectives in order to create tailored wealth accumulation and risk management strategies that align with clients' risk profiles.
• Implement client-specific strategies and tactics proven effective in maintaining and growing existing consumer portfolios comprised of loyal, long‑term clients.
• Review with existing clients on an ongoing basis as their needs and priorities continue to change over time.

Compensation: $75,000 - $150,000 at planned commission

Compensation: $75,000-$150,000 per year