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Entry-Level Financial Advisor: Wealth Planning & Growth
Job in
Melville, Suffolk County, New York, 11775, USA
Listed on 2026-08-02
Listing for:
NYL - Nassau-Suffolk NY
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
NYL - Nassau-Suffolk NY is seeking an entry-level financial advisor with strong listening and communication skills who can develop analytics-based strategies. The role focuses on building long-term client relationships and understanding financial data, estate planning, mutual funds, and related planning.
Candidates should be detail-oriented and money-minded. Responsibilities include prospecting new clients, guiding them toward financial goals with tailored product and investment recommendations,
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