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: • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • Be a coachable, organized team member interested in pursuing training development and educational opportunities • 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 Qualifications: • Valid FINRA Series 7 & 63/66 preferred but not required • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired 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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