Entry-Level Financial Advisor

About the role

New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future.

Responsibilities

• Offer investment advisory services through Eagle Strategies LLC
• Work with highly successful, established agents and managers to develop a clientele
• Provide financial planning and advice to clients
• Build and maintain relationships with clients to ensure satisfaction and loyalty
• Manage client portfolios and make investment recommendations based on client needs and market conditions
• Adhere to ethical standards and comply with all applicable laws and regulations

Requirements

• Strong communication and interpersonal skills
• Ability to build and maintain relationships with clients
• Knowledge of financial products and services
• Ability to manage client portfolios and make investment recommendations
• Passion for helping clients achieve their financial goals

Qualifications

• Bachelor's degree in finance, economics, or related field
• Experience in financial services or related field preferred
• Proven track record of success in building and maintaining client relationships
• Strong analytical and problem-solving skills

Skills

• Excellent communication and interpersonal skills
• Ability to build and maintain relationships with clients
• Knowledge of financial products and services
• Ability to manage client portfolios and make investment recommendations
• Passion for helping clients achieve their financial goals

Benefits

• Medical, dental, vision, long-term disability, and group term life insurance
• Comprehensive three-year training program
• Marketing support
• Possibility of working with highly successful, established agents and managers
• Ongoing support from a Fortune 100 company

Pay

$80,000 - $100,000 at plan

Schedule

Full-time position