Financial Planner

NYL - Boston • Westborough, MA, US

Posted 7 months ago

Description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!

Responsibilities

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
Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
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

Qualifications

A Bachelor’s degree in finance, business administration, or alternate related analytical field is preferable, but not required

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

Compensation

$80,000 - $150,000 yearly

About NYL - Boston

At the heart of New York Life is a commitment to be there for our customers when they need us—whether today or decades into the future. Since 1845, we have delivered on that promise by investing wisely, managing finances strategically, and remaining true to our mission as a mutual company.

What We Offer You:

401(k)
Pension
Full health benefit package
Life insurance
Disability insurance