Entry-Level Financial Specialist

Job Description

Job Description

Are you a fan of interpersonal engagement and excel at devising outcome-focused strategies? Fed up with the predictability of your daily grind and in search of a new opportunity? We are seeking a driven individual with a passion for finance, eager to establish themselves in the financial services sector! The perfect candidate for the Entry-Level Financial Specialist position is someone who is passionate about cultivating long-lasting relationships and has a strong interest in financial data, estate planning, business administration, mutual funds, and related fields. If you have outstanding communication skills and a sharp eye for detail, don't hesitate to send in your application today!

Compensation :

$60,000 - $90,000 at plan annually

Responsibilities :

• Develop strong relationships within local communities
• Engage in a top-notch training program within the financial services industry
• Analyze cash flow, income, financial status, and other wealth management aspects to assist clients in defining and achieving financial objectives
• Act as a reliable advisor for newly acquired clients, utilizing proactive measures to identify and establish prospects
• Devise sustainable financial solutions tailored to clients' long-term needs
• Provide support to clients in reaching their financial goals through strategic product, plan, and investment suggestions

Qualifications :

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 clients' interests and priorities. We have over 175 years of industry success. Some of our accolades include :