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Associate Financial Professional

NYL - Allentown
Allentown, PA Full Time
POSTED ON 4/13/2025
AVAILABLE BEFORE 5/12/2025

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! Compensation :

75,000 - $100,000 yearly

Responsibilities :

  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
  • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs

Qualifications :

This is a full-time hybrid role for a Financial Services Professional at New York Life Insurance Company in Allentown, PA with some flexibility for remote work. The Financial Services Professional will be responsible for financial planning, retirement planning, communication, and providing various financial services to clients.

Qualifications

  • Financial Planning and Retirement Planning skills
  • Finance and Financial Services expertise
  • Strong communication skills
  • Experience in financial services industry
  • Ability to analyze and interpret financial data
  • Knowledge of investment products and services
  • Excellent customer service skills
  • Relevant certifications (e.g., CFP, CFA) are a plus
  • About Company

    About NYL - Allentown...

    As a mutual company, NYL is accountable only to our policyholders. Our focus is on delivering value to clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. Every year since 1854, we’ve paid dividends to eligible policyholders. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.

    Salary : $75,000 - $100,000

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