Personal Financial Planner

NYL - Nassau-Suffolk NY • Melville, NY, US

Posted 5 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

Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
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
Serve as a collaborative team player willing to further development through continued training opportunities
Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects

Qualifications

Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
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

$116,000/year

About NYL - Nassau-Suffolk NY

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 long-term success for clients.

We’re proud of our position in the industry • Training Magazine 2021: Top Companies for Learning and Development • Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for Insurance: Life and Health.

We’re proud to be recognized by organizations that also value diversity. • 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized • LATINA Style 2019: Company of the Year • Forbes 2019: America’s Best Employers for Diversity • Diversity Inc 2018: Top 50 Companies for Diversity

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