Junior Financial Advisor: Licenses Paid & Training

New York Life; Fort Collins (CO); On-site; USD 75,000 - 150,000; Full time

Job summary

New York Life is seeking an entry-level financial advisor candidate with a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more.

compensation ranges from $75,000 - $150,000 at planned commission; we provide World-Class Training, license sponsorship for Life, A&H, SIE, and Series exams, and study materials at no cost as part of the program.

Qualifications

• Four-year college degree preferred; High school diploma required.
• Bachelor’s degree in business administration, finance, or related field.
• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary.
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed.
• Requires a Bachelor’s degree in business administration, finance, or other related field.
• FINRA Series 7 & 63/66 preferred but not required.

Responsibilities

• No Door-To-Door or Cold Calling! Our World-Class Training will establish the 17 ways we target the market in our local communities.
• We sponsor our professionals in obtaining their Life, Accident & Health Insurance Licenses as well as their SIE, Series 6, Series 63, and/or Series 7 Licenses. We pay for you to sit for the exam and for state licenses. We also provide the study materials at no cost, so there is no financial exposure on your part.
• Spend time in the fact-finding analysis with existing clients and new prospects while assessing their goals and objectives in order to create tailored wealth accumulation and risk management strategies that align with clients' risk profiles.
• Implement client-specific strategies and tactics proven effective in maintaining and growing existing consumer portfolios comprised of loyal, long-term clients.
• Review with existing clients on an ongoing basis as their needs and priorities continue to change over time.
• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions

Skills

Interpersonal communication

Math skills

Relationship skills

Business-driven ethos

CRM systems

Microsoft Office

Education

Bachelor’s degree in business administration, finance, or related field

Four-year college degree preferred; High school diploma required

Tools

Microsoft Office

Financial planning software

Google Suite

CRM systems

Job description

New York Life is seeking an entry-level financial advisor candidate with a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more.

compensation ranges from $75,000 - $150,000 at planned commission; we provide World-Class Training, license sponsorship for Life, A&H, SIE, and Series exams, and study materials at no cost as part of the program.