Financial Planner
About the companyThis highly regarded and well-established leading industry fund has been established for many years and... more info
Entry-Level Financial Planner
Salary:
80.00 - 100.00
Posted:
04-03-2025
Category:
Corporate Finance Strategic Planning
City Of Melville,
Job Description
Job Description Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Compensation: $116,000 at plan yearly Responsibilities: 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. Serve as a collaborative team player willing to further development through continued training opportunities. Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs. Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects. Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals. Qualifications: Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients. Basic understanding of the role of a financial advisor or financial consultant, as well as interest in the financial industry and financial products is necessary. Up-to-date FINRA Series 7 & 63/66 documents are a bonus. Requires a Bachelor’s degree in business administration, finance, or other related field. Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred. About Company 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 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 long-term success for our clients. We’re proud of our position in the industry: Training Magazine 2021: Top Companies for Learning and Development; Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for Insurance: Life and Health. We’re proud to be recognized by organizations that also value excellence: 2021 Forbes Best Employers: New York Life ranks #82 out of the 500 companies recognized; LATINA Style 2019: Company of the Year; Forbes 2019: America’s Best Employers; Inc 2018: Top 50 Companies. #J-18808-Ljbffr
Job Details
Salary: 80.00 - 100.00
Posted: 04-03-2025
Category: Corporate Finance Strategic Planning
City Of Melville,
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