What are the responsibilities and job description for the Associate Financial Advisor position at NYLIFE Securities?
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 :
85,000 at plan yearly
Responsibilities :
- 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
- Customize financial plans for each client based on his or her professional / work circumstances, life stage, and evolving financial needs
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
- Serve as a collaborative team player willing to further development through continued training opportunities
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
Qualifications :
About Company
New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies A.M. Best (A ), Standard & Poor’s (AA ), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.
Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA / SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M / F / D / V
Salary : $85,000
