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! Responsibilities: • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • Be a coachable, organized team member interested in pursuing training development and educational opportunities • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs Qualifications: • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers • A required Bachelor’s degree in business administration, finance, or similarly related field • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed • Valid FINRA Series 7 & 63/66 preferred but not required As a Financial Professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures. We’re looking for people who possess the following characteristics: • Highly self-motivated and self-disciplined with the ability to work effectively and independently • Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others • Fearless, positive attitude, and willingness to be accountable for results • Organized, detail-oriented, and excellent time-management skills • The desire for continuous learning • Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner Compensation: $60,000 - $120,000 yearly

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