-
Financial Advisor
2 weeks ago
NYL - Melville Melville, United StatesOur 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. S ...
-
Financial Advisor
1 week ago
NYL - Melville Melville, United StatesJob Description · Job DescriptionOur 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 clients ac ...
-
Financial Advisor
3 weeks ago
Forest Hills Financial Group Melville, United StatesJob Description · Job Description · Financial Advisor · Overview · Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential that will impact your community? · Forest Hills Financial Group, a member of The Guardian Network is ...
-
Financial Advisor
1 week ago
NYL - Melville Melville, United StatesOur 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 clients achieve their monetary goals. Succe ...
-
Financial Advisor
4 days ago
Equitable Advisors LLC Melville, United StatesEquitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a posit ...
-
Financial Advisor
2 weeks ago
Forest Hills Financial Group Melville, United StatesJob Description · Job Description · Forest Hills Financial Group, a member of The Guardian Network, is looking for individuals like you to join our team as a Financial Advisor. · We take an uncommon approach to financial services, focusing on long‐term results and leveraging t ...
-
Financial Advisor
3 weeks ago
New York Life Melville, United StatesJob Description · Job DescriptionAre you an experienced financial professional who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you Our successful candidate will have a proven track record of long-term advisor r ...
-
Financial Advisor
3 weeks ago
New York Life Melville, United StatesJob Description · Job DescriptionAre you an experienced financial professional who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you Our successful candidate will have a proven track record of long-term advisor r ...
-
Financial Advisor
2 days ago
NovaTech Industries Shirley, United StatesWith a balance sheet of 17.3 billion euros and around 1900 employees, we are one of the largest savings banks in Germany. We convince our customers with individual advice and excellent service. As a team, we stick together and find solutions together to achieve our goals. It is t ...
-
Financial advisor
3 weeks ago
Eclipse Solutions Head of the Harbor, United StatesAre you looking to develop your skills and competencies in one of the largest banks in Germany? Look no further than LBBW. Our dedicated and motivated employees are our key to success. With initiative and responsibility, we create sustainable value for our customers. · Reference ...
-
Associate Financial Advisor
6 days ago
NYL - Melville Office Melville, United States· 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 var ...
-
Associate Financial Advisor
1 week ago
NYL - Melville Office Melville, United StatesWe 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 variet ...
-
Associate Financial Advisor
3 weeks ago
NYL - Melville Office Melville, United States· 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 var ...
-
Associate Financial Advisor
1 week ago
NYL - Melville Office Melville, United StatesJob Description · Job DescriptionWe 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 ...
-
Associate Financial Advisor
1 week ago
NYL - Melville Office Melville, United StatesWe 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 variet ...
-
Associate Financial Advisor
1 week ago
NYL - Melville Office Melville, United StatesWe 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 variet ...
-
Associate Financial Advisor
1 week ago
NYL - Melville Office Melville, United StatesJob Description · Job DescriptionWe 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 Advisor
1 week ago
LPL Financial Bethpage, United States Full timeFinancial Advisor - Teachers Federal Credit Union · Your career path should lead to real opportunity · LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Teachers Feder ...
-
Titan Technologies University Gardens, United StatesAs a Senior Financial Advisor (m/f/d), you play a crucial role in our company by helping our clients achieve their financial and professional dreams. With your expertise and our wide range of financial products, you support our clients in reaching their goals - from planning for ...
-
Financial Advisor
1 week ago
LPL Financial Bethpage, United States Full timeFinancial Advisor - Teachers Federal Credit Union · Your career path should lead to real opportunity · LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Teachers Federal ...
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.#J-18808-Ljbffr
