Wealth Planner in Training: Learn, Analyze, Help Clients

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

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