Entry Level Financial Specialist - Newark, United States - New York Life-NJ General Office

New York Life-NJ General Office

Verified Company

Newark, United States

2 weeks ago

Posted by:

Mark Lane

beBee recruiter

$65,000 - $95,000 at plan annually

Responsibilities:

Network within local communities to develop strong relationships
Partake in the best training program in the industry
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
Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
Create longterm effective financial solutions for clients
Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations

Qualifications:

Excellent communicator who is willing to provide great client service
A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary
Basic knowledge of computer programs including Microsoft Office, Google Suite, CRM systems, and related programs is needed
Preferred Bachelor's degree, but not required
FINRA licenses are a plus, but not required

_ Traits of our most successful associates:_

About Company

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our client's interests and priorities.

We had over 175 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 202

Most MDRT members in any United States Mutual Company 201
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 07/31/23