Financial Advisor

Job Description

$60,000 - $100,000+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

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

Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions

Embrace the role of a structured yet coachable team player open to continued education and training from other team membersQualifications:

Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients

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

Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired

Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred

Experienced Licensed Financial Advisors and or Managers

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 long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our 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