What are the responsibilities and job description for the Associate Financial Advisor position at New York Life?
New York Life
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 our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Responsibilities
- Be a coachable, organized team member interested in pursuing training development and educational opportunities
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
- Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
- Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
Qualifications
- Valid FINRA Series 7 & 63/66 preferred but not required
- Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
- Requires a Bachelor’s degree in business administration, finance, or other related field
Compensation
75000 - 110000 yearly
About New York Life
As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interest and priorities. We had over 170 years of industry success. Some of our accolades include:
- A promise to work with you to build a strong financial future for both you and your clients
- #71 on Fortune 100 in 2019
- Most MDRT2 members in any United States Mutual company 2019
- Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA ); A.M. Best (A ); Moody’s (Aaa); and Fitch (AAA) as of 7/30/18
New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity
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