What are the responsibilities and job description for the Associate Financial Advisor position at New York Life Iowa General Office?

Job Description

Do 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! Candidates who do not reside in the state of Iowa will not be considered for this role.

What We Offer :

Competitive Compensation : Salary plus commission, along with quarterly and yearly bonuses, provide a solid earning potential while you grow your practice.
Full Benefits : Comprehensive benefits for you and your family, including medical, dental, and vision coverage, life insurance, long-term disability, and a 401(k) plan.
Professional Growth : Endless opportunities to learn, grow, and develop your career. We’re invested in your success.

Compensation :

40,000 - $60,000 yearly

Responsibilities :

Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor

Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals

Be a coachable, organized team member interested in pursuing training development and educational opportunities

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

Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs

Training and Support :

Mentorship and Collaboration : Work closely with local managers and a seasoned agent who will mentor you and help you succeed

Comprehensive Training : Full-time trainers who will equip you with the knowledge and skills you need for long-term success

Marketing Resources : Access to cutting-edge marketing tools to help you build your client base and grow your business

Qualifications :

A Bachelor’s degree in finance, business administration, or an alternate related analytical field is required

Though not required, a valid FINRA Series 7 & 63 / 66 license is considered a plus

Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired

Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired

Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients

About Company

About New York Life

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients.

New York Life sold its first life insurance policy in Iowa in 1850, one year after Des Moines was incorporated as a town and less than four years after Iowa entered the Union as the 29th state. Here in the Iowa General Office, we provide insurance, investment, and retirement solutions, along with expert guidance to help clients achieve lifelong financial well-being.

Salary : $40,000 - $60,000

Apply for this job

Receive alerts for other Associate Financial Advisor job openings

Associate Financial Advisor

What are the responsibilities and job description for the Associate Financial Advisor position at New York Life Iowa General Office?

What is the career path for a Associate Financial Advisor?

Job openings at New York Life Iowa General Office

Not the job you're looking for? Here are some other Associate Financial Advisor jobs in the Des Moines, IA area that may be a better fit.

We don't have any other Associate Financial Advisor jobs in the Des Moines, IA area right now.

AI Assistant is available now!