Associate Financial Planner

Job Description

Job Description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry!

Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!

$75,000 - $125,000 yearly

• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Serve as a collaborative team player willing to further development through continued training opportunities
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management

• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus

About New York Life...

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.

We’re proud of our financial strength.5

• A++ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody’s)
• AA+ Very Strong (Standard & Poor’s

We’re proud to be recognized by organizations that also value diversity.

• Human Rights Campaign: 2022 Corporate Equality Index
• Forbes 2022: America’s Best Employers for Diversity
• Latino Leaders 2022 Best Companies for Latinos to Work For