Entry-Level Financial AdvisorNewYorkLife/ NYLIFE Securities LLC • Lafayette, LA, US
Entry-Level Financial Advisor
NewYorkLife / NYLIFE Securities LLC • Lafayette, LA, US
[job_card.30_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Experience in financial planning or a related field is a plus, but not required. Ability to communicate complex financial concepts clearly and effectively. Proven track record of building strong client relationships and delivering exceptional service. Ability to work collaboratively within a team to enhance client experiences. Proficiency in using CRM tools to manage client information and track progress. Strong analytical skills to assess financial situations and develop tailored strategies. Commitment to ongoing professional development and staying informed about industry trends.
Job Description
Job Description
Join us as an Entry-Level Financial Advisor at New York Life / NYLIFE Securities LLC, where your leadership skills will grow. You'll thrive in a nurturing environment, making a meaningful impact on the financial well-being of individuals and families. As part of a Fortune 100 company, you'll receive comprehensive training in marketing, CRM, and communication, supported by a dedicated team committed to your growth. With access to professional development and a collaborative culture, you'll lead the way in driving positive change.
In this role, you'll shape your career path and take charge of your professional future. We're here to invest in you from day one, providing the tools and support you need to excel. Our focus on innovation and employee growth ensures you'll enjoy flexible working hours and competitive compensation. Let's embark on this journey together, creating a lasting impact and building a rewarding career where your ambitions align with the goals of New York Life.
Compensation :
$107,500 - $141,231+ yearly
Responsibilities :
- Guide clients in understanding their financial goals and developing personalized strategies to achieve them.
- Conduct thorough assessments of clients' financial situations, ensuring a comprehensive understanding of their needs.
- Collaborate with clients to create tailored financial plans that align with their long-term objectives.
- Stay informed about industry trends and changes to provide clients with up-to-date advice and solutions.
- Build and maintain strong relationships with clients, fostering trust and open communication.
- Utilize company resources and tools to enhance client interactions and deliver exceptional service.
- Participate in ongoing training and professional development to continuously improve your skills and knowledge base.
Qualifications :
About Company
New York Life Insurance Company / NYLIFE Securities is a large business in New York, NY. We are professionals, and our goal is to make a lasting impact on the financial well-being of individuals, families, and small businesses.
https : / / www.newyorklife.com / recruiter / mdpham01
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