Entry-Level Financial Advisor

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 ropes of financial services needed for effective wealth management to help 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!

Compensation:

$74,000 - $120,000 at plan earnings

Responsibilities:

• 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
• 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
• Serve as a collaborative team player willing to further development through continued training opportunities

Qualifications:

• A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary

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

About Company

A Legacy of Stability & Trust: Founded in 1845, New York Life is the largest mutual life insurer in the U.S., meaning it’s owned by its policyholders rather than shareholders. The company consistently ranks among the top on the Fortune 500 list—currently at No. 69.

Unwavering Financial Strength: New York Life has received the highest possible financial strength ratings from all major credit agencies:

• A.M. Best: A++
• Fitch Ratings: AAA
• Moody’s: Aaa (or Aa1 in some recent updates)
• Standard & Poor’s: AA+ 

These affirmations highlight the company’s exceptional capital position, diversified liabilities, strong operational performance, and disciplined distribution model.