Junior Financial Planner: Growth‑Focused Client Advisor

New York Life; Des Moines (IA); On-site; USD 65,000 - 75,000; Full time

Job summary

New York Life is seeking an entry-level financial advisor to help clients identify and achieve their financial goals through planning services across risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, and more.

You will develop personalized financial plans, educate clients on insurance and investment options, and collaborate with a team to deliver exceptional service while pursuing ongoing training and certification opportunities.

Qualifications

• Experience in customer service or sales is a plus, but not required.
• Ability to communicate complex financial concepts clearly.
• Proven ability to build trust-based client relationships.
• Eagerness to learn and adapt in a dynamic industry.
• Strong organizational skills to manage multiple client accounts.
• Ability to work collaboratively within a team.
• Proficiency with digital tools for client management and communication.
• Bachelor's degree in finance, business or related analytical field is required.
• FINRA Series 7 & 63/66 are a bonus.
• Experience with MS Office, Excel, CRM, planning software, Google Suite desired.

Responsibilities

• Develop personalized financial plans for clients tailored to their goals.
• Engage with clients regularly to review progress and adjust plans.
• Educate clients on insurance and investment options for informed decisions.
• Collaborate with the team to enhance service delivery and client satisfaction.
• Stay updated on industry trends and regulatory changes.
• Participate in ongoing training and development programs.
• Build and maintain strong client relationships through effective communication.
• Gather and assess financial information to determine status, cash flow, goals, and wealth factors.
• Create customized plans based on life stage and professional circumstances.
• Be coachable and pursue training opportunities; provide strategic product recommendations.
• Identify and secure new clients as trusted financial advisors.

Skills

Customer service

Sales

Communication skills

Relationship building

Learning agility

Organizational skills

Team collaboration

Digital tools proficiency

Financial concepts

Math skills

Education

Bachelor's degree in finance, business administration, or related analytical field

Tools

Microsoft Office

Excel

CRM systems

Financial planning software

Google Suite

Job description

New York Life is seeking an entry-level financial advisor to help clients identify and achieve their financial goals through planning services across risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, and more.

You will develop personalized financial plans, educate clients on insurance and investment options, and collaborate with a team to deliver exceptional service while pursuing ongoing training and certification opportunities.