Job Description

Job Description

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 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!

$123,000 at plan earnings

• 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
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Serve as a collaborative team player willing to further development through continued training opportunities
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals

• Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations.
• Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals.
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products.
• Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs.
• Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional.

• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
• A required Bachelor’s degree in business administration, finance, or similarly related field
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary

• Ability to communicate complicated concepts and maintain strong principles such as honesty and integrity.
• Strong relationship management skills and/or experience.
• Ability to successfully network to prospect new potential clients.
• Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required.
• Ability to work a hybrid schedule.

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with the client's interests and priorities. With over 170 years of industry success. Some of our accolades include:

• A promise to work with you to build a strong financial future for both you and your clients
• #73 on Fortune 100 in 2020
• A leading company with many agents qualifying for MDRT2 year after year
• Highest possible financial strength ratings currently awarded to any life insurer: Standard and Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)

Agents and dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance. 2MDRT (Million Dollar Round Table) is recognized in the industry as the standard of excellence in life insurance sales performance. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity

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