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:
$75,000 - $100,000 yearly
Responsibilities:-
Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
- Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
- Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
- Serve as a collaborative team player willing to further development through continued training opportunities
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
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Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
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Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
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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
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Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
Qualifications:-
Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
About Company
About NYL - Allentown...
As a mutual company, NYL is accountable only to our policyholders. Our focus is on delivering value to clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. Every year since 1854, we’ve paid dividends to eligible policyholders. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.