Junior Financial Planner: Growth, Training & Client Impact

New York Life

New York (NY)

On-site

USD 102,000 - 138,000

Full time

2 days ago

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Job summary

New York Life is seeking an eager, strategic, and definitive financial advisor for an entry-level role with room for growth. The ideal candidate will help clients identify and achieve financial goals through planning services, including risk management, estate planning, debt and investment planning, retirement planning, and more.

Join our team to develop skills, build relationships, and grow with a company known for client service.

Qualifications

Bachelor's degree in finance, business administration, or related analytical field.
Strong communication and math skills with a proven track record of building client relationships.
Baseline knowledge of financial industry concepts and products.
FINRA Series 7/63/66 preferred but not required.

Responsibilities

Develop tailored financial plans considering life stage and circumstances to meet clients' needs.
Be coachable and pursue training opportunities to grow professionally.
Determine cash flow, income, financial status, goals, and wealth-management assets to help clients reach objectives.
Identify and secure new clients to act as trusted advisors for financial decisions.
Provide strategic product, plan, and investment recommendations.