What are the responsibilities and job description for the Entry-Level Wealth Advisor position at NYL - Nassau-Suffolk NY?
Job Description
Job Description
Are you enthusiastic about growing your expertise in wealth management and financial planning? Come aboard our Melville team as an Entry-Level Wealth Advisor and embark on a rewarding journey with us.
Engage closely with clients to provide expert guidance and holistic financial planning to support them in achieving their financial goals.
Concentrate on fostering and managing client relationships, aiding them in structuring and mapping out their financial aspirations.
Receive ongoing support and collaborate in a positive team environment.
Ideal for individuals keen on expanding their understanding of Investment and Financial Planning.
Full-time role with outstanding training offered, regardless of prior experience.
Salary : $116,000 annually Comprehensive Benefits.
Compensation : 116,000 yearly
Responsibilities :
- Provide clients with financial guidance and education to create custom retirement plans and investment strategies
- Analyze clients' financial situations and provide advice on risk management strategies
- Keep up to date with relevant financial regulations and news, and communicate changes to clients
- Identify opportunities to increase clients' financial performance and profitability
- Find and obtain clients to build a financial services practice
- We work with business owners, individuals, and families
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
