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
