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! All candidates have defined opportunities for career advancement. If you have an MBA (Master of Business Administration), have prior experience as a business owner, or were previously a manager in another industry, an expedited path to management (Fast-Track to Partner) may apply. Responsibilities:

• 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
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Schedule appointments and meet with potential clients
• Make product recommendations to help clients meet their financial goals
• Provide ongoing service and support to existing policyholders
• Provide financial planning services and advice to customers on personal investment product purchases
• Provide education to clients on tax-efficient strategies
• Constantly work on additional licenses and designations to increase offerings
• Discipline to be in business for yourself, but not by yourself
• Desire and motivation to start a career, and not just a job

Qualifications:

• Desire to become an industry expert
• Leadership skills are required
• Willing to obtain FINRA SIE, Series 6/7, and Series 63 within the first year (study materials and exam fees are provided by the company)
• Constant, relentless desire to learn new skills and gain new licenses/designations
• Self-starter who doesn't require external motivation
• Candidates looking to have defined career paths with great income potential and opportunities are ideal

About Company: New York Life Insurance Company has been helping people for over 175 years. As a mutually owned company, New York Life holds itself to the highest standards of transparency, objectivity, and integrity. As a Fortune 100 company, we value career growth, collaboration, innovation, and diversity, and are committed to improving local communities through giving and volunteerism, supported by the New York Life Foundation.

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