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Entry-Level Financial Planner
Entry-Level Financial PlannerNYL - Nassau-Suffolk NY • Melville, NY, United States
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Entry-Level Financial Planner

Entry-Level Financial Planner

NYL - Nassau-Suffolk NY • Melville, NY, United States
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

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

  • Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • 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
  • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals

Qualifications

  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
  • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
  • 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
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
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    Financial Planner • Melville, NY, United States

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