Entry Level Financial Advisor

NYL - Nassau-Suffolk NY

Entry Level Financial Advisor

Melville, NY
Full Time
Paid
  • Responsibilities

    A great opportunity is available at the New York Life, Long Island, NY, for an Entry-Level Financial Advisor position. Help families, business owners, and corporations secure their financial futures with us. Drive your professional development independently and positively impact households. Potential for substantial earnings and career progression. Engage with a diverse client base including families, individuals, business owners, and corporations. Training provided to explore Wealth Management. Start a rewarding career journey with our dynamic team, offering flexibility and attractive earning potential. Responsibilities: • Guide clients in developing personalized financial plans that align with their goals and values. • Conduct thorough assessments of clients' financial situations to provide tailored advice and solutions. • Build and maintain strong, trusting relationships with clients through regular communication and follow-ups. • Stay informed about industry trends and changes to offer clients the most current and relevant advice. • Collaborate with team members to share insights and strategies for improving client outcomes. • Educate clients on investment options, risk management, and financial planning strategies. • Utilize company-provided training and resources to enhance your knowledge and skills continually. Qualifications: • Experience is not needed, but a plus. We provide Training and Licensing • Athletes Preferred • We’re proud to offer training to help you grow your career • You’ll be in business for yourself, but not by yourself. Development Managers will mentor you and help you grow your career, particularly as you start out • Bachelor's degree is a plus • With our training and support, you have the opportunity to work towards the credentials that will qualify you as a licensed Financial Advisor or grow into a leadership role as part of the management team • Looking for an individual who is coachable and willing to learn • We are searching for Driven and competitive individuals • MBA degrees qualify for Fast Track management opportunities Compensation: $120,000 + benefits

    • Guide clients in developing personalized financial plans that align with their goals and values. • Conduct thorough assessments of clients' financial situations to provide tailored advice and solutions. • Build and maintain strong, trusting relationships with clients through regular communication and follow-ups. • Stay informed about industry trends and changes to offer clients the most current and relevant advice. • Collaborate with team members to share insights and strategies for improving client outcomes. • Educate clients on investment options, risk management, and financial planning strategies. • Utilize company-provided training and resources to enhance your knowledge and skills continually.

  • Compensation
    $120,000 per year