Entry-Level Financial Advisor
Job description
Awarded best workplace on Long Island in 2020, 2021, and 2022. We are looking for energetic, personable, and reliable candidates to fill an entry-level position that offers room for growth and a promising career outlook. You will work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual income, financial goals, and other factors contributing to wealth management. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!
Compensation:
$50,000 - $75,000 annually
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
- Serve as a collaborative team player willing to further development through continued training opportunities
- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
- Consider clients’ life stages, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Complete Life and Health certification within 45 days
- Long Island/Queens candidates only
- Previous Sales experience preferred
- Must be able to commute to Melville, Long Island for training
To ensure everyone's safety during the current COVID-19 situation, we are currently offering remote access to licensing and training programs.
You can read in full about all benefits of our Financial Professional role here: https://www.nylbenefits.com/agents
We have Fast Track to Management opportunities for qualified professionals once established in their careers.
New York Life Insurance Company is the largest mutual life insurance company in the United States. Founded in 1845, New York Life is headquartered in New York and is one of the most financially strong and highly capitalized insurers in the business. In 2013, New York Life had a total surplus of $21.141 billion and holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major rating agencies. Financial strength, integrity, and humanity have guided the company’s decisions and actions for nearly 175 years.
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