EntryLevel Financial Specialist

New York Life-NJ General Office; Newark (NJ); On-site; USD 60,000 - 90,000; Full time

Job summary

A leading company in the financial services sector is looking for an Entry-Level Financial Specialist. This role involves building relationships, analyzing financial data, and providing tailored financial solutions to clients. Ideal candidates are passionate about finance and possess strong communication skills. Join a dynamic team and kickstart your career in finance with excellent training and support.

Qualifications

• Basic understanding of financial advisor roles and interest in financial products.
• Preferred Bachelor’s degree, but not required.

Responsibilities

• Develop strong relationships within local communities.
• Analyze financial status to assist clients in achieving goals.
• Provide support through strategic product and investment suggestions.

Skills

Communication

Client Service

Financial Analysis

Attention to Detail

Education

Bachelor’s Degree

Tools

Microsoft Office

Google Suite

CRM Systems

Job description

Are you a fan of interpersonal engagement and excel at devising outcome-focused strategies?

Fed up with the predictability of your daily grind and in search of a new opportunity? We are seeking a driven individual with a passion for finance, eager to establish themselves in the financial services sector!

The perfect candidate for the Entry-Level Financial Specialist position is someone who is passionate about cultivating long-lasting relationships and has a strong interest in financial data, estate planning, business administration, mutual funds, and related fields. If you have outstanding communication skills and a sharp eye for detail, don't hesitate to send in your application today!

Responsibilities:

1. Develop strong relationships within local communities
2. Engage in a top-notch training program within the financial services industry
3. Analyze cash flow, income, financial status, and other wealth management aspects to assist clients in defining and achieving financial objectives
4. Act as a reliable advisor for newly acquired clients, utilizing proactive measures to identify and establish prospects
5. Devise sustainable financial solutions tailored to clients' long-term needs
6. Provide support to clients in reaching their financial goals through strategic product, plan, and investment suggestions

Qualifications:

• Excellent communicator who is willing to provide great client service
• A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary
• Basic knowledge of computer programs including Microsoft Office, Google Suite, CRM systems, and related programs is needed
• Preferred Bachelor’s degree, but not required
• FINRA licenses are a plus, but not required

Traits of our most successful associates:

• Enterprising
• Strong work ethic
• Desire to help people
• Positive attitude
• Integrity

Compensation:

$60,000 - $90,000 annually