- Gather each client's financial information to determine financial status, cash flow, financial goals, and financial expectations
- Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
- Customize financial plans for each client based on potential life changes and changing financial needs
- Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
- Entrepreneurial mindset
- Strong communication skills both written and verbal
- Desire to help individuals, families, and businesses address their financial needs
- Strong business acumen
- Professional business demeanor
- Perseverance in the face of challenge
- Ability to engage your community and leverage professional networks/contacts
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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 ...
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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 ...
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Financial Advisor
3 weeks ago
NYL - Melville Melville, United StatesJob 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 clie ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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Financial Advisor
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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 ...
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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 ...
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Associate Financial Advisor
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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 ...
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Associate Financial Advisor
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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 ...
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Associate Financial Advisor
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 - New York Life
Description
Job 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 relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today
Compensation:$120,000 at plan yearly
Responsibilities:New York Life has been helping generations of Americans attain their financial goals through our nationwide agent force for more than 180 years. Our agents' abilities are advanced through our award-winning training, product offerings, agent support, opportunity for advancement, personal and professional growth, and broad-spectrum marketing. New York Life innovatively strides the cutting edge in client servicing, systematically paves the way for success with the tested processes, and is actively immersed with you in achieving your desired career objectives.
Build relationships with clients and help them achieve their financial goals while building a great career for yourself in the process. Utilizing our expansive product lines. Our agents work to guide individuals, families, and businesses toward the financial goals they envision. That is no easy task, however, for the right person, it can be a truly rewarding career with the potential for growth opportunities.
