Junior Financial Advisor — Launch Your Client Career

New York Life; Cedar Rapids (IA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Long-term disability

Group term life insurance

Training program

Job summary

New York Life Iowa General Office is seeking an Entry-Level Financial Advisor to help shape clients' financial futures. You will join a team that values innovation, collaboration, and growth, with medical, dental, vision, disability, and life insurance benefits and hands-on training from experienced professionals.

You will create personalized financial plans, engage clients regularly, educate on products, and work with teammates to drive client success and career growth in a supportive

Qualifications

• Bachelor's degree in finance, business, or a related field.
• Ability to build strong relationships and communicate effectively with clients.
• Experience in customer service or sales is a plus, but not required.
• Proven track record of setting and achieving personal or professional goals.
• Ability to analyze financial information and develop strategic plans.
• Strong organizational skills and attention to detail.
• Willingness to learn and adapt to new financial tools and technologies.

Responsibilities

• Develop and implement personalized financial plans tailored to each client's unique needs and goals.
• Engage with clients regularly to review their financial plans and adjust strategies as needed.
• Educate clients on financial products and services, empowering them to make informed decisions.
• Collaborate with team members to share insights and strategies for client success.
• Stay informed about industry trends and regulatory changes to provide up-to-date advice.
• Utilize company resources and tools to enhance client interactions and outcomes.
• Build and maintain strong relationships with clients, fostering trust and long-term partnerships.

Skills

Relationship building

Communication skills

Organizational skills

Attention to detail

Willingness to learn

Adaptability

Financial analysis

Education

Bachelor's degree in finance, business, or a related field

Job description

New York Life Iowa General Office is seeking an Entry-Level Financial Advisor to help shape clients' financial futures. You will join a team that values innovation, collaboration, and growth, with medical, dental, vision, disability, and life insurance benefits and hands-on training from experienced professionals.

You will create personalized financial plans, engage clients regularly, educate on products, and work with teammates to drive client success and career growth in a supportive