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Entry-Level Financial Advisor

New York Life Iowa General Office • Des Moines, IA, US

Posted 19 days ago

Join our team as an entry-level Financial Advisor with New York Life, where you'll empower clients to achieve their financial dreams. You'll gain hands-on experience in financial services, cultivating the skills necessary for successful wealth management. We believe in nurturing your growth with our supportive environment, collaborative culture, and commitment to your professional development. Here, your communication skills and analytical prowess will shine as you help clients navigate their financial journey with confidence.

As part of our dynamic team, you'll benefit from competitive pay and comprehensive benefits, including medical, dental, and vision plans for you and your dependents. Our reputation as one of the strongest financial companies ensures you'll be working with a trusted leader in the industry. If you're ready to take the first step in your financial advising career and you're excited about making a difference in clients' lives, we invite you to apply today. Let's build a brighter future together.

  • Engage with clients to understand their financial goals and provide personalized advice.
  • Develop comprehensive financial plans that align with clients' needs and aspirations.
  • Educate clients on various insurance and investment products to enhance their financial literacy.
  • Collaborate with team members to refine strategies and deliver exceptional client service.
  • Monitor clients' financial progress and adjust plans to ensure continued alignment with their goals.
  • Stay informed about industry trends and regulatory changes to provide up-to-date advice.
  • Participate in ongoing training and development to enhance your skills and knowledge base.
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  • 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
  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Experience in customer service or sales is a plus, but not required.
  • Ability to communicate complex financial concepts in a clear and relatable manner.
  • Proven track record of building strong, trust-based relationships with clients.
  • Eagerness to learn and adapt in a dynamic industry environment.
  • Strong organizational skills to manage multiple client accounts effectively.
  • Ability to work collaboratively within a team to achieve common goals.
  • Proficiency in using digital tools and platforms for client management and communication is beneficial.
  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
  • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
  • Valid FINRA Series 7 & 63/66 preferred but not required
  • Requires a Bachelor’s degree in business administration, finance, or other related field
  • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary

Compensation

$65,000+

About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹.

1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.

2- Source: Individual Third Party Ratings Reports as 7/30/18.

3- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/

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