Financial Advisor

New York Life - Uniondale • Uniondale, NY, US

Posted 2 hours ago

Description

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

Responsibilities

Network with and qualify prospective clients and explain the features and merits of insurance, investments, and other planning needs.
Develops investment portfolios, disability, life insurance, and long-term life strategies, high-level professional sales presentations, and client acquisitions.
Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.
Develops long-term relationships with clients and underwriters.
Assists clients with concerns and service issues as needed.
Reaches agreed-upon sales targets monthly.

Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
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
Be a coachable, organized team member interested in pursuing training development and educational opportunities

Qualifications

Interpersonal, communication, and presentation skills.
Driven, motivated, and coachable.
Be willing to help others.
New York Life will pay and cover all expenses for training and the exam.
Sales: 1 year (preferred).

A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
Valid FINRA Series 7 & 63/66 preferred but not required
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
Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired

Compensation

$120,000

About New York Life - Uniondale

We help individuals, families, and businesses secure their financial futures through a wide range of insurance, investment, and retirement solutions. Our culture emphasizes collaboration, professional growth, and doing what’s right for clients and communities. At New York Life, you’ll find opportunities to build a meaningful career while making a lasting impact.