Financial Advisor

Posted a day ago 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 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!

• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions

As a Financial Professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures. We’re looking for people who possess the following characteristics:

• Highly self‑motivated and self‑disciplined with the ability to work effectively and independently
• Outgoing personality with the ability to develop relationships (i.e., “People Person