6 Entry-Level Financial Planner Jobs in Melville, NY
New York Life - Nassau-Suffolk NY is Hiring an Entry-Level Financial Planner Near Melville, NY
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!
Responsibilities
•Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
•Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
•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
•Be a coachable, organized team member interested in pursuing training development and educational opportunities
Qualifications
•Requires a Bachelor's degree in business administration, finance, or other related field
•Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
•Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
•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
Job Summary
Full Time
$88k-105k (estimate)
06/29/2024
07/15/2024
The following is the career advancement route for Entry-Level Financial Planner positions, which can be used as a reference in future career path planning. As an Entry-Level Financial Planner, it can be promoted into senior positions as a Financial Analyst II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Entry-Level Financial Planner. You can explore the career advancement for an Entry-Level Financial Planner below and select your interested title to get hiring information.
