Junior Financial Planner: Launch Your Client Advisory

New York Life Insurance - New York City; New York (NY); On-site; USD 104,400 - 127,600; Full time

Job summary

New York Life Insurance - New York City is seeking an eager entry-level financial advisor driven to help clients achieve their financial goals. Responsibilities include developing tailored financial plans, identifying new clients, and making strategic investment recommendations. Candidates should have a Bachelor's degree in finance or a related field, with strong communication and math skills. The position offers an annual compensation of $116,000 at plan, with room for personal and professional growth.

Qualifications

• Baseline knowledge about financial industry concepts and products is desired.
• Valid FINRA Series 7 & 63/66 preferred but not required.
• Proven track record of building strong client relationships.

Responsibilities

• Develop tailored financial plans based on clients' needs.
• Pursue training development and educational opportunities.
• Determine clients' financial situations to help achieve objectives.
• Identify and secure new clients for financial advice.
• Make strategic recommendations to help clients reach goals.

Skills

Microsoft Office

CRM systems

Financial planning software

Google Suite

Communication skills

Mathematical skills

Education

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

Job description

New York Life Insurance - New York City is seeking an eager entry-level financial advisor driven to help clients achieve their financial goals. Responsibilities include developing tailored financial plans, identifying new clients, and making strategic investment recommendations. Candidates should have a Bachelor's degree in finance or a related field, with strong communication and math skills. The position offers an annual compensation of $116,000 at plan, with room for personal and professional growth.