Overview
Financial Planner Jobs in Melville, NY at NYL – Nassau-Suffolk NY
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:
$116,000 at plan yearly
Responsibilities:
- Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
- 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
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
Qualifications:
- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
- Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
- Requires a Bachelor’s degree in business administration, finance, or other related field
- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
About Company
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients.
We’re proud of our position in the industry • Training Magazine 2021: Top Companies for Learning and Development • Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for Insurance: Life and Health.
We’re proud to be recognized by organizations that also value diversity. • 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized • LATINA Style 2019: Company of the Year • Forbes 2019: America’s Best Employers for Diversity • Diversity Inc 2018: Top 50 Companies for Diversity
Title: Financial Planner
Company: NYL – Nassau-Suffolk NY
Location: Melville, NY
Category:
