NYL - Melville
Overview
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
Be a coachable, organized team member interested in pursuing training development and educational opportunities
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
Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
Must live in or near Long Island, Brooklyn, or Queens
Qualifications
Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
Requires a Bachelor’s degree in business administration, finance, or other related field
Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
Must have the ability to successfully network and prospect for new clients
Compensation $100,000 at plan yearly
#J-18808-Ljbffr
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
Be a coachable, organized team member interested in pursuing training development and educational opportunities
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
Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
Must live in or near Long Island, Brooklyn, or Queens
Qualifications
Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
Requires a Bachelor’s degree in business administration, finance, or other related field
Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
Must have the ability to successfully network and prospect for new clients
Compensation $100,000 at plan yearly
#J-18808-Ljbffr