Associate Financial Advisor
Job description
$107,500+ at plan commission
Responsibilities:- Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
- Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
- Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
- 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
- Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
- Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
New York Life’s mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life 51 Madison Ave, New York, NY
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