Financial Planner

We are 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!Compensation:

$80,000 - $150,000 yearly

Responsibilities:

• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• 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

Qualifications:

• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
• A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
• Valid FINRA Series 7 & 63/66 preferred but not required
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred

About Company

At the heart of New York Life is a commitment to be there for our customers when they need us—whether today or decades into the future. Since 1845, we have delivered on that promise by investing wisely, managing finances strategically, and remaining true to our mission as a mutual company.

What We Offer You:

• 401(k)
• Pension
• Full health benefit package
• Life insurance
• Disability insurance