What are the responsibilities and job description for the Associate Financial Planner position at NYL - Melville Office?
Description
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
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
- Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- Be a coachable, organized team member interested in pursuing training development and educational opportunities
- Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
Qualifications