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 in understanding their financial goals and developing personalized strategies to achieve them. • Conduct thorough assessments of clients' financial situations to provide tailored advice and solutions. • Collaborate with team members to enhance client experience and ensure seamless service delivery. • Stay informed about industry trends and regulatory changes to offer up-to-date advice and solutions. • Utilize CRM tools to maintain accurate client records and track progress towards financial objectives. • Participate in ongoing training and professional development to enhance your skills and knowledge. • Communicate complex financial concepts in a clear and approachable manner to clients and team members alike. Qualifications: • Experience in financial planning or related field is a plus, but not required. • Ability to communicate complex financial concepts clearly and effectively. • Proven track record of building strong client relationships through trust and transparency. • Ability to work collaboratively within a team to enhance client experience. • Familiarity with CRM tools for maintaining client records and tracking progress. • Commitment to ongoing professional development and staying informed about industry trends. • Strong analytical skills to assess clients' financial situations and develop tailored strategies. Compensation: $107,500 - $141,231+ yearly

• Guide clients in understanding their financial goals and developing personalized strategies to achieve them. • Conduct thorough assessments of clients' financial situations to provide tailored advice and solutions. • Collaborate with team members to enhance client experience and ensure seamless service delivery. • Stay informed about industry trends and regulatory changes to offer up-to-date advice and solutions. • Utilize CRM tools to maintain accurate client records and track progress towards financial objectives. • Participate in ongoing training and professional development to enhance your skills and knowledge. • Communicate complex financial concepts in a clear and approachable manner to clients and team members alike.