NYL - Melville
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
Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects 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 Serve as a collaborative team player willing to further development through continued training opportunities Qualifications
Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers Requires a Bachelor’s degree in business administration, finance, or other related field Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus Must have the ability to successfully network and prospect for new clients Must live in or near Long Island, Brooklyn, or Queens Compensation: $100,000 per year
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Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects 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 Serve as a collaborative team player willing to further development through continued training opportunities Qualifications
Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers Requires a Bachelor’s degree in business administration, finance, or other related field Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus Must have the ability to successfully network and prospect for new clients Must live in or near Long Island, Brooklyn, or Queens Compensation: $100,000 per year
#J-18808-Ljbffr