What are the responsibilities and job description for the Entry-Level Financial Planner position at NYL - Nassau-Suffolk NY?
Job Description
Job Description
Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Compensation :
116,000 at plan yearly
Responsibilities :
- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
- 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
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
Qualifications :
About Company
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.
We’re proud of our position in the industry
We’re proud to be recognized by organizations that also value diversity.
Salary : $116,000
