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Financial Services Advisor
Location:
Melville, NY
Description:
We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As a Financial Adviser, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients. Why work for us? --- Bonus incentives --- Weekly stipend --- We pay for you to get licensed --- Performance-based yearly trips provided --- Career development - Fast-Track Management Program We are currently only accepting applicants located in Long Island, Queens, and Brooklyn New York, All other applicants will not be considered. Responsibilities: --- Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations --- Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management --- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor --- Embrace the role of a structured yet coachable team player open to continued education and training from other team members --- Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs Qualifications: --- Competitive --- Entrepreneurial --- Coachable --- Communicative --- Self-disciplined --- Authentic --- Relationship Building --- Bachelor's degree in Finance & Business Administration (Qualifies you for our NYLIFE Securities LLC Program) would be a plus but not required --- MBA degree- (Qualifies you for our Fast-Track Management Program) would be a plus but not required About Company: New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions. If Leadership is in your career path New York Life gives you the opportunity within 1-2 years to join our Fast-Track Management program, Corporate Careers, Training & Development positions, Consultant Opportunities, and much more.
Company:
New York Life
Posted:
July 2 on TopUSAJobs
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More About this Listing: Financial Services Advisor
Financial Services Advisor is a Accounting & Finance Financial Services Advisor Job at New York Life located in Melville NY. Find other listings like Financial Services Advisor by searching Oodle for Accounting & Finance Financial Services Advisor Jobs.
Financial Services Advisor is a Accounting & Finance Financial Services Advisor Job at New York Life located in Melville NY. Find other listings like Financial Services Advisor by searching Oodle for Accounting & Finance Financial Services Advisor Jobs.