Financial Planning Associate - Growth & High Earnings

New York Life Insurance - Hui Ling Zhang; New York (NY); On-site; USD 90,000 - 110,000; Full time

Job summary

WizeHire, Inc invites an entry-level financial advisor to join our growth-focused team in New York. You will develop advisory skills across risk management, estate planning, debt and investment management, real estate, retirement planning, and mutual funds while helping clients identify and reach their financial goals.

Ideal candidates are driven by client service excellence and the opportunity to grow within a dynamic advisory practice, with compensation tied to performance and incentives.

Qualifications

• Experience in financial planning and advisory services.
• Strong client-service orientation and communication skills.

Responsibilities

• Help clients identify and achieve their financial goals through comprehensive planning services.
• Provide guidance across risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds and investment options.
• Deliver excellent client service and build relationships to support growth.

Skills

Financial planning

Client service

Risk management

Estate planning

Investment management

Real estate

Retirement planning

Mutual funds

Job description

WizeHire, Inc invites an entry-level financial advisor to join our growth-focused team in New York. You will develop advisory skills across risk management, estate planning, debt and investment management, real estate, retirement planning, and mutual funds while helping clients identify and reach their financial goals.

Ideal candidates are driven by client service excellence and the opportunity to grow within a dynamic advisory practice, with compensation tied to performance and incentives.