Financial Consultant

Posted 2 days ago

Our firm is rapidly expanding and seeking motivated individuals to join our team as entry-level Financial Advisors. This client-focused role is ideal for those who enjoy building relationships, communicating with others, and helping individuals work toward their financial goals. Successful candidates are professional, coachable, and driven to learn. If you are looking for a people-focused career with growth opportunities, apply today!

• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor

• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed

$85,000 - $120,000 yearly

New York Life Insurance Company/NYLIFE Securities is a large business in New York, NY. We are professionals, and our goal is to make a lasting impact on the financial well-being of individuals, families, and small businesses.