Associate Financial Planner

Job DescriptionJob 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!

Compensation:

$75,000 - $125,000 yearly

Responsibilities:

• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Serve as a collaborative team player willing to further development through continued training opportunities
• 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
• 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:

• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
• Valid FINRA Series 7 & 63/66 but not required
• A Bachelor’s degree in finance, business administration, or alternate related analytical field is required

About Company

About New York Life...

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 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 the long-term success of clients.

We’re proud of our financial strength.5

• A++ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody’s)
• AA+ Very Strong (Standard & Poor’s

We’re proud to be recognized by organizations that also value .

• Human Rights Campaign: 2022 Corporate Equality Index
• Forbes 2022: America’s Best Employers for
• Latino Leaders 2022 Best Companies for Latinos to Work For