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    Associate Financial Advisor - Melville, United States - NYL - Melville Office

    NYL - Melville Office
    NYL - Melville Office Melville, United States

    3 weeks ago

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    Description


    We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook.

    Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.

    Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more.

    If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today


    Responsibilities


    • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
    • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
    • 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
    • Be a coachable, organized team member interested in pursuing training development and educational opportunities
    • Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations

    Qualifications


    • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
    • A required Bachelor's degree in business administration, finance, or similarly related field
    • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
    • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
    • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
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