Personal Financial Coach

Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!Compensation:

$85,000 - $125,000 yearly

Responsibilities:

• Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs

Qualifications:

• Valid FINRA Series 7 & 63/66 preferred but not required
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• 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

About Company

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our client's interests and priorities. With over 170 years of industry success. Our accolades include:

•A promise to work with you to build a strong financial future for both you and your clients

• #73 on Fortune 100 in 2020

• A leading company with many agents qualifying for MDRT2 year after year

• Highest possible financial strength ratings currently awarded to any life insurer: Standard and Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA).

Agents and dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance. 2MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity