Junior Financial Planner - Growth Path in Wealth Planning

New York Life Insurance - Hui Ling Zhang; New York (NY); On-site; USD 42,000 - 64,000; Full time

Job summary

WizeHire, Inc. is seeking an enthusiastic entry-level financial advisor to help clients identify and achieve their financial goals through diverse planning services.

You will gain exposure to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, and investment options. Join a team that values growth, strategic thinking, and a proactive approach to client service.

Qualifications

• Entry-level position focused on financial advisory and client planning.
• Candidate should be eager to learn and grow within a strategic team.

Responsibilities

• Assist clients in identifying and achieving financial goals across planning services.
• Develop foundational knowledge in risk management, estate planning, debt and investment management.

Skills

Risk management

Estate planning

Debt management

Investment management

Real estate

Retirement planning

Mutual funds

Investment options

Job description

WizeHire, Inc. is seeking an enthusiastic entry-level financial advisor to help clients identify and achieve their financial goals through diverse planning services.

You will gain exposure to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, and investment options. Join a team that values growth, strategic thinking, and a proactive approach to client service.