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!

$92,000+ at plan

• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations

• Cultivate a client base by cold calling, networking, and in-person prospecting

• Requires a Bachelor’s degree in business administration, finance, or other related field
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients

Desired Skills and Experience

• 4-year College Degree/ AA Degree. (No students)
• Candidate must be an accomplished communicator with strong verbal and written skills
• Prior sales experience preferred
• Hunting mentality-outside sales experience/outreach experience
• Enterprising mindset
• Strong desire to help others

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interests and priorities. We have had over 170 years of industry success. Some of our accolades include:

• A promise to work with you to build a strong financial future for both you and your clients
• #71 on Fortune 100 in 2019
• Most MDRT2 members in any United States Mutual company 2019
• Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 7/30/18