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| Job Category : | Business |
| Company Name: | New York Life – Baumgarten |
| Position Name: | Financial Advisor |
| Location : | Melville, NY |
| Job Description : | Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!Compensation: $75,000-$100,000 Responsibilities: Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals 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 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 Qualifications: 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 Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary About Company New York Life, established in 1845, is one of the most respected and successful companies in America and internationally. Headquartered in New York City, New York Life’s family of companies offers life insurance, retirement income products, and long-term care insurance. New York Life Investment Management LLC provides institutional asset management and retirement plan services. Other New York Life affiliates provide an array of securities products and services, as well as institutional and retail mutual funds. |
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