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:

$115,917 yearly

Responsibilities:

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
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
Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions

Ability to understand the needs and financial concerns of clients
Ability to educate clients on how to plan ahead for the future financially, so that they are prepared for unfortunate life events/ circumstances they may encounter
Promote customized ways for clients to achieve their long-term financial goals
Cultivating relationships with a view to helping every family member or individual pursue financial security
Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
Providing compassion and guidance to clients when unfortunate life circumstances arise
Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of client relationships over time

Qualifications:

A required Bachelor’s degree in business administration, finance, or similarly related field
Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred

Sales experience preferred, but not required
Go-getter mindset
Desire to help families and businesses address their financial needs
Strong business acumen
Professional business demeanor
Perseverance in the face of a challenge
Ability to engage your community and leverage personal networks/contacts

Must live within 100 miles of the office in Wall Township, NJ

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 clients.

Awards & Accolades...

We’re proud of our financial strength.

A++ Superior (A.M. Best)
AAA Exceptionally Strong (Fitch)
Aaa Exceptional (Moody’s)
AA+ Very Strong (Standard & Poor’s)

We’re proud of the training we offer

Training Magazine’s APEX Award for 2022

New York Life - Wall, NJ

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