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- Be a coachable, organized team member interested in pursuing training development and educational opportunities
- Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
- 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
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals Qualifications:
- Valid FINRA Series 7 & 63/66 preferred but not required
- A Bachelor's degree in finance, business administration, or alternate related analytical field is required
- Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
- 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
- Must have the ability to successfully network and prospect for new clients
Financial Advisor - Melville, United States - NYL - Melville
Description
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 our clients achieve their monetary goals.
Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making.If this sounds like you, apply today Responsibilities:
Compensation:
$100,000 at plan yearly