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Associate Financial Planner
Location:
Melville, NY
Description:
We are seeking an eager, strategic, and definitive Financial Advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Responsibilities: • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals• 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• Be a coachable, organized team member interested in pursuing training development and educational opportunities• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs Qualifications: • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired• A required Bachelor’s degree in business administration, finance, or similarly related field• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired• Up-to-date FINRA Series 7 & 63/66 documents are a bonus Compensation: $75,000 - $125,000 yearly About Company: About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. We’re proud of our financial strength.5 • A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody’s) • AA+ Very Strong (Standard & Poor’s We’re proud to be recognized by organizations that also value diversity. • Human Rights Campaign: 2022 Corporate Equality Index • Forbes 2022: America’s Best Employers for Diversity • Latino Leaders 2022 Best Companies for Latinos to Work For
Company:
Nyl
Posted:
October 7 on WizeHire
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More About this Listing: Associate Financial Planner
Associate Financial Planner is a Real estate Associate Financial Planner Job at Nyl located in Melville NY. Find other listings like Associate Financial Planner by searching Oodle for Real estate Associate Financial Planner Jobs.
Associate Financial Planner is a Real estate Associate Financial Planner Job at Nyl located in Melville NY. Find other listings like Associate Financial Planner by searching Oodle for Real estate Associate Financial Planner Jobs.