Wealth Advisor: Grow Client Portfolios & Plans

New York Life - Uniondale; Uniondale (NY); On-site; USD 108,000 - 132,000; Full time

Job summary

New York Life - Uniondale is seeking a Financial Sales Representative to help clients achieve their financial goals through personalized planning and advisory services. You will build strong client relationships, assess needs, and recommend insurance, investments, and retirement solutions.

Ideal candidates have strong communication, math, and relationship skills, plus familiarity with MS Office, CRM systems, and financial planning tools.

Qualifications

• A Bachelor’s degree in finance, business administration or related analytical field is required.
• FINRA Series 7 & 63/66 preferred but not required.
• Working knowledge of financial products and wealth management essential.
• Exemplary math, communication, and relationship skills for client service.
• Experience with MS Office, Excel, CRM systems, and financial planning software is desired.

Responsibilities

• Customize financial plans for clients based on their circumstances and goals.
• Develop relationships with new clients and serve as their trusted financial advisor.
• Provide strategic product, plan, and investment recommendations to help clients meet goals.
• Analyze cash flow, financial status, and assets to define objectives.
• Be coachable, organized, and participate in training opportunities.
• Qualify prospective clients and explain insurance, investments, and planning needs.
• Develop investment portfolios and high-level sales presentations for client acquisitions.
• Renew and upgrade accounts with established clients and underwriters.
• Assist clients with concerns and service issues; reach sales targets monthly.

Skills

Strong communication

Mathematical aptitude

Client relationship skills

Sales aptitude

CRM proficiency

Education

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

Tools

Microsoft Office

Excel

CRM systems

Financial planning software

Google Suite

Job description

New York Life - Uniondale is seeking a Financial Sales Representative to help clients achieve their financial goals through personalized planning and advisory services. You will build strong client relationships, assess needs, and recommend insurance, investments, and retirement solutions.

Ideal candidates have strong communication, math, and relationship skills, plus familiarity with MS Office, CRM systems, and financial planning tools.