Financial Advisor

New York Life; Uniondale (NY); On-site; USD 102,000 - 138,000; Full time

Job summary

New York Life, based in Uniondale, NY, is seeking an entry-level financial advisor to join our team. You will learn the wealth management process, develop client plans, and support effective financial decision-making. The role emphasizes communication, math and analytical skills, and a willingness to grow in financial services.

You will work with experienced planners to help clients reach monetary goals. This position offers hands-on training and a clear path to professional advancement within a

Qualifications

• Eagerness to learn and grow in financial services.
• Excellent communication skills.
• Strong math and analytical abilities.
• Sound decision-making.

Responsibilities

• Learn the financial services landscape to support wealth management efforts.
• Assist in developing and implementing financial plans for clients.
• Support client communication and information gathering to inform decisions.

Skills

Eagerness to learn

Excellent communication

Math/analytical skills

Decision-making

Job description

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making.

Responsibilities

• Learn the financial services landscape to support wealth management efforts.
• Assist in developing and implementing financial plans for clients.
• Support client communication and information gathering to inform decisions.

Qualifications

• Eagerness to learn and grow in financial services.
• Excellent communication skills.
• Strong math and analytical abilities.
• Sound decision-making.

Compensation

$120,000