New York Life is seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! We look forward to hearing from you. Responsibilities: • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs • Embrace the role of a structured yet coachable team player open to continued education and training from other team members • Provide excellent customer service to prospects and clients Qualifications: • Though not required, a valid FINRA Series 7 and 63/66 license is considered a plus • A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products is necessary • Superior communication, relationship-building, and math skills to establish a strong foundation of customer service for all clients • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed • A required Bachelor’s degree in business administration, finance, or a similarly related field • Customer service experience Traits of our most successful Associates: • Passion to help people • Integrity • Attitude for success • Enthusiasm • Self-discipline • Resilience • Goal-Oriented • Coachable • Team oriented • Motivated Compensation: $60,000 - $100,000 at plan yearly

• Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs • Embrace the role of a structured yet coachable team player open to continued education and training from other team members • Provide excellent customer service to prospects and clients