Junior Financial Advisor: Launch Your Client-Focused Career

New York Life Insurance Co.

Des Moines (IA)

On-site

USD 59,000 - 72,000

Full time

8 days ago

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Benefits offered by this job

Medical plan

Dental plan

Vision plan

Job summary

New York Life Insurance Co. is seeking an entry-level Financial Advisor to help clients reach their financial goals. You will engage with clients, understand their needs, and develop tailored strategies across insurance and investments.

You will build comprehensive financial plans, educate clients on products, and collaborate with teammates to deliver exceptional service while staying current with industry trends and regulatory changes.

Qualifications

Experience in customer service or sales is a plus, but not required.
Ability to communicate complex financial concepts in a clear and relatable manner.
Proven track record of building strong, trust-based relationships with clients.
Eagerness to learn and adapt in a dynamic industry environment.
Strong organizational skills to manage multiple client accounts effectively.
Ability to work collaboratively within a team to achieve common goals.
Proficiency in using digital tools and platforms for client management and communication is beneficial.
Requires a Bachelor's degree in business administration, finance, or other related field
Valid FINRA Series 7 & 63/66 preferred but not required
Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients

Responsibilities

Engage with clients to understand their financial goals and provide personalized advice.
Develop comprehensive financial plans that align with clients' needs and aspirations.
Educate clients on various insurance and investment products to enhance their financial literacy.
Collaborate with team members to refine strategies and deliver exceptional client service.
Monitor clients' financial progress and adjust plans to ensure continued alignment with their goals.
Stay informed about industry trends and regulatory changes to provide up-to-date advice.
Participate in ongoing training and development to enhance your skills and knowledge base.
Be a coachable, organized team member interested in pursuing training development and educational opportunities
Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor