Associate Financial Planner

NYL - Melville Office • Melville, NY, US

Posted 6 months ago

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!

Responsibilities

Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
Embrace the role of a structured yet coachable team player open to continued education and training from other team members
Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
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

Qualifications

Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
Up-to-date FINRA Series 7 & 63/66 documents are a bonus

Compensation

$75,000 - $125,000/year

About NYL - Melville Office

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.

We’re proud of our financial strength.5

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

We’re proud to be recognized by organizations that also value diversity.

Human Rights Campaign: 2022 Corporate Equality Index
Forbes 2022: America’s Best Employers for Diversity
Latino Leaders 2022 Best Companies for Latinos to Work For

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