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Entry Level Financial Advisor

Company: New York Life - Melville
Location: Melville
Posted on: September 21, 2023

Job Description:

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!


Serve as a collaborative team player willing to further development through continued training opportunities
Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
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


A required Bachelor's degree in business administration, finance, or similarly related field
Valid FINRA Series 7 & 63/66 preferred but not required
Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients

About Company:
New York Life, established in 1845, is one of the most respected and successful companies in America and internationally. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long-term care insurance. New York Life Investment Management LLC provides institutional asset management and retirement plan services. Other New York Life affiliates provide an array of securities products and services, as well as institutional and retail mutual funds.

Keywords: New York Life - Melville, West Haven , Entry Level Financial Advisor, Accounting, Auditing , Melville, Connecticut

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