Entry-Level Financial Advisor

NewYorkLife/ NYLIFE Securities LLC

Entry-Level Financial Advisor

Youngsville, LA +1 location
Full Time
Paid
  • Responsibilities

    Join us as an Entry-Level Financial Advisor at New York Life/NYLIFE Securities LLC, where your leadership skills will flourish. You'll thrive in a supportive environment that empowers you to make a meaningful impact on the financial well-being of individuals and families. As part of a Fortune 100 company, you’ll receive comprehensive training in marketing, CRM, and communication, all backed by a dedicated team committed to your growth. With access to professional development and a collaborative culture, you'll be at the forefront of driving positive change. In this role, you'll have the opportunity to shape your career path and take charge of your professional future. We're here to invest in you from day one, providing the tools and support you need to thrive. Our focus on innovation and employee growth ensures you'll enjoy flexible working hours and competitive compensation. Let’s embark on this journey together, creating a lasting impact and building a rewarding career where your ambitions align with the goals of New York Life. Responsibilities: • Guide clients through financial planning processes, ensuring their goals align with available resources. • Develop personalized financial strategies that empower clients to achieve their long-term objectives. • Collaborate with our team to deliver exceptional service and build lasting client relationships. • Stay informed about industry trends and regulatory changes to provide clients with up-to-date advice. • Utilize our CRM tools to manage client interactions and track progress towards financial milestones. • Participate in ongoing training and development programs to enhance your skills and knowledge. • Engage in community outreach to expand your network and promote financial literacy initiatives. Qualifications: • Excellent communication and interpersonal abilities. • Eager to learn and committed to continuous professional development. • Skilled at building and nurturing client relationships. • Driven, self-motivated, and focused on achieving goals. • Highly organized with strong time-management skills. • Able to work effectively both independently and within a team. • Familiar with technology and comfortable using digital tools. • Dedicated to maintaining integrity and professionalism. Compensation: $107,500 - $141,231+ yearly

    • Guide clients through financial planning processes, ensuring their goals align with available resources. • Develop personalized financial strategies that empower clients to achieve their long-term objectives. • Collaborate with our team to deliver exceptional service and build lasting client relationships. • Stay informed about industry trends and regulatory changes to provide clients with up-to-date advice. • Utilize our CRM tools to manage client interactions and track progress towards financial milestones. • Participate in ongoing training and development programs to enhance your skills and knowledge. • Engage in community outreach to expand your network and promote financial literacy initiatives.

  • Compensation
    $107,500-$141,231 per year
  • Locations
    Youngsville, LA • Lafayette, LA