Financial Advisor - Melville, United States - NYL - Melville

Description

Job Description

Job 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 Compensation:
$100,000 at plan yearly

Responsibilities:
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
Must live in or near Long Island, Brooklyn, or Queens

About Company

About NYL - Melville:

We are among the strongest and most respected financial companies in the world. We have received the highest financial strength ratings currently awarded to any U.S.

life insurer by each of the four major rating companies:
A.M. Best (A++), Standard and Poor's (AA+), Moody's Service (Aaa), and Fitch (AAA).

For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world.

We have been recognized as one of the "World's Most Admired Companies" by Fortune Magazine for 2019.

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