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 our 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: Serve as a collaborative team player willing to further development through continued training opportunities 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 Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor 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 Qualifications: Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus 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 Requires a Bachelor’s degree in business administration, finance, or other related field Compensation: $60,000 - $80,000 yearly

• 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