Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Responsibilities: • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs • 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 • Embrace the role of a structured yet coachable team player open to continued education and training from other team members • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals Qualifications: • Up-to-date FINRA Series 7 & 63/66 documents are a bonus • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired • 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 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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