We are seeking an eager, strategic, and definitive financial advisor 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! Responsibilities: • 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 • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs Qualifications: • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients • Up-to-date FINRA Series 7 & 63/66 documents are a bonus • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary As a Financial Professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures. We’re looking for people who possess the following characteristics: • Highly self-motivated and self-disciplined with the ability to work effectively and independently • Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others • Fearless, positive attitude, and willingness to be accountable for results • Organized, detail-oriented, and excellent time-management skills • The desire for continuous learning • Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner Compensation: $60,000 - $80,000 yearly

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