Junior Financial Planner: Growth in Holistic Planning

New York Life; Westborough (MA); On-site; USD 80,000 - 150,000; Full time

Job summary

New York Life is seeking an entry-level financial advisor focused on helping clients identify and achieve financial goals through comprehensive planning services. The role offers room for growth and a clear path to develop skills in risk management, estate planning, debt and investment strategies.

Our ideal candidate is strategic, eager, and driven to build a career in financial guidance with a strong outlook for advancement in the field.

Qualifications

• Entry-level role in financial services.
• Opportunity for growth and long-term career development.
• Focus on helping clients identify and achieve financial goals through comprehensive planning services.

Responsibilities

• Provide guidance on risk management, estate planning, debt and investment management, retirement planning, and other planning services.

Job description

New York Life is seeking an entry-level financial advisor focused on helping clients identify and achieve financial goals through comprehensive planning services. The role offers room for growth and a clear path to develop skills in risk management, estate planning, debt and investment strategies.

Our ideal candidate is strategic, eager, and driven to build a career in financial guidance with a strong outlook for advancement in the field.