Financial Planning Associate

Job DescriptionJob DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation:

$100,000 at plan earnings

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
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• 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

Qualifications:

• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed

• A Bachelor’s degree in finance, business administration, or alternate related analytical field is but not required
• Ability to secure state insurance license
• Securities Licenses are required once on board. SIE, Series 6 / 7, and Series 63 are required within the first year.

About Company

New York Life is a well-established company with over 180 years of experience helping Americans protect their families and reach their financial goals. As a mutual company, we are dedicated to serving our policyholders, rather than outside investors, and focus on the long-term success of clients.