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Personal Financial Planner
Job in
Uniondale, Nassau County, New York, 11553, USA
Listed on 2026-07-18
Listing for:
New York Life
Full Time
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst
Job Description & How to Apply Below
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.
Responsibilities- Learn the financial services landscape to support wealth management efforts.
- Assist in developing and implementing financial plans for clients.
- Support client communication and information gathering to inform decisions.
- Eagerness to learn and grow in financial services.
- Excellent communication skills.
- Strong math and analytical abilities.
- Sound decision-making.
$120,000
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