Entry Level Relationship Advisor Jobs (NOW HIRING)

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!
Responsibilities
• Create customized financial plans using the products and services we offer based on each client's potential life and financial needs
• Educate clients on how to plan for their future financially in the event of unfortunate life circumstances occurring
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Networking and building your personal book of business through establishing professional networks and prospecting for new clients
• Cultivating quality relationships with clients to establish opportunities to help their family members pursue financial security
• Leverage marketing and social media tools to identify and secure new clients who can benefit from having a trusted financial service professional
• Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
Training & Resource Benefits:
• Personalized coaching and mentorship from dedicated training professionals
• Ongoing access to local managers, team member collaboration, and paired with a seasoned agent for mentorship
• Support from corporate development managers and product consultants to assist you
• Access to digital sales, prospecting, and marketing tools
• Opportunity to earn professional designations and certifications
• Sales incentives and professional development trips for top performers
• Full benefits, including medical, dental, vision, life, and disability insurance
• 401(k) and pension plan for eligible full-time agents
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• 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
Qualifications
• Must live in the State of Iowa
Do you consider yourself to have these qualities?
• Sales knowledge
• Strong communication skills and the ability to talk to anyone easily
• A great mindset
• Enjoy engaging in your community and networking
• Self-starter and eager to learn new things
If so, apply for a rewarding career as an Entry-Level Financial Advisor with the New York Life Iowa General Office. We'd love to talk with you.
Please note: We, unfortunately, can only accept applicants who are either U.S. Citizens or reside within the United States. We currently do not support US H-1B visas. To be considered for a role at the Iowa General Office, a candidate must live in the state of Iowa.
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
• Requires a Bachelor's degree in business administration, finance, or other related field
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus