Address
SalaryHybrid Remote
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!
This role is predominantly remote but will be required to come twice a week.
Compensation:$90,000 - $120,000 yearly
Responsibilities:- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
- Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial 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
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
- Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
- Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
- Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
- Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
About NYL - Allentown...
As a mutual company, NYL is accountable only to our policyholders. Our focus is on delivering value to clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. Every year since 1854, we’ve paid dividends to eligible policyholders. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.
