Financial Advisor: Grow Relationships & Plans

New York Life; Melville (NY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive training

Mentorship program

Supportive team environment

Job summary

New York Life in Melville, NY seeks motivated Financial Professionals to help individuals, families, and business owners build, protect, and grow their financial futures through personalized strategies and long-term planning.

You will develop client relationships, craft tailored financial plans, expand your network through referrals, educate clients on solutions, and grow professionally through training and mentorship in a supportive team.

Qualifications

• Bachelor’s degree preferred (not required).
• Strong communication and interpersonal skills required.
• Self-motivated and driven individuals are encouraged.
• Growth mindset and willingness to learn are valued.

Responsibilities

• Build and maintain client relationships.
• Develop customized financial strategies based on client needs and goals.
• Grow your network through referrals, networking, and community engagement.
• Educate clients on financial solutions and long-term planning strategies.
• Continuously develop professionally through training, mentorship, and coaching.

Skills

Communication

Self-motivated

Leadership experience

Growth mindset

Education

Bachelor’s degree preferred

Job description

New York Life in Melville, NY seeks motivated Financial Professionals to help individuals, families, and business owners build, protect, and grow their financial futures through personalized strategies and long-term planning.

You will develop client relationships, craft tailored financial plans, expand your network through referrals, educate clients on solutions, and grow professionally through training and mentorship in a supportive team.