Posted a day ago
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!
What We Offer:
Competitive Compensation: Salary plus commission, along with quarterly and yearly bonuses, provide a solid earning potential while you grow your practice.
Full Benefits: Comprehensive benefits for you and your family, including medical, dental, and vision coverage, life insurance, long-term disability, and a 401(k) plan.
Professional Growth: Endless opportunities to learn, grow, and develop your career. We’re invested in your success.
Responsibilities:
Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor.
Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals.
Be a coachable, organized team member interested in pursuing training development and educational opportunities.
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.
Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs.
Training and Support:
Mentorship and Collaboration: Work closely with local managers and a seasoned agent who will mentor you and help you succeed.
Comprehensive Training: Full-time trainers who will equip you with the knowledge and skills you need for long-term success.
Marketing Resources: Access to cutting-edge marketing tools to help you build your client base and grow your business.
Qualifications:
A Bachelor’s degree in finance, business administration, or an alternate related analytical field is required.
Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus.
Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired.
Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired.
Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients.
Compensation:
$40,000 - $60,000 yearly
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 long-term success for our clients.
New York Life sold its first life insurance policy in Iowa in 1850, one year after Des Moines was incorporated as a town and less than four years after Iowa entered the Union as the 29th state. Here in the Iowa General Office, we provide insurance, investment, and retirement solutions, along with expert guidance to help clients achieve lifelong financial well-being.
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