Associate Financial Planner

We are seeking an eager, strategic, and definitive financial professional to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

$90,000 - $120,000 yearly

• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Serve as a collaborative team player willing to further development through continued training opportunities
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• 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

• Customize strategies based on the client's goals and needs
• Helping families set their children for success with college funding

• A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• Valid FINRA Series 7 & 63/66 preferred but not required
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired

• Must be computer and system savvy for everyday usage

About New York Life

We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA).* For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Some benefits Include:

• Health/Vision/Dental
• 401K Matching/Pension
• Paid Time Off
• Outstanding Company Culture
• Training/Education
• Flexibility
• Work/Life Balance
• Hybrid Work Culture