Entry-Level Financial Advisor

NYLIFE - DPR Unit • Melville, NY, US

Posted 2 days ago

Description

As an Associate Advisor, you will provide comprehensive evaluations of clients' current financial situations while helping them define and achieve their short- and long-term financial goals.

Our ideal candidate is driven by a passion for helping clients identify opportunities, develop personalized strategies, and achieve lasting financial success through a broad range of financial planning services.

Join our team to build your expertise through hands-on experience, professional mentorship, and ongoing development in areas including risk management, estate planning, debt management, investment strategies, real estate, retirement planning, mutual funds, and other wealth management solutions.

Responsibilities

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
Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
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
Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs

Qualifications

Degree level: Bachelors
Life and Health License (Firm will sponsor)
FINRA SIE, Series 6 or 7, and Series 65 or 66 (Firm will sponsor)
Sales experience, Financial Services industry preferred

Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
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

$80,000 - $120,000/year

About NYLIFE - DPR Unit

At New York Life, we believe investing in our people is just as important as investing in clients. That's why we offer a comprehensive benefits package designed to support your financial future, health, and overall well-being. Our retirement program is one of the strongest in the industry, featuring both a pension plan and a 401(k) with company matching contributions, allowing New York Life to contribute more than 10% of your eligible earnings toward retirement when you maximize the match. In addition, you'll have access to competitive medical, dental, and vision coverage, life and disability insurance, mental health and wellness resources, family support programs, and ongoing professional development.

To help you continue growing as a financial professional, New York Life also covers 100% of tuition for eligible professional designations, including the CFP, ChFC, RICP, and other industry-recognized credentials.