Jobs · Finance · Massachusetts

Entry-level Financial Advisor

New York Life · Bridgewater, MA · 1 mo ago
On-siteFinance$60k–$200k/yrFull-time

About the role

We are seeking motivated financial service professionals committed to bettering the lives of others. The ideal candidate will help us achieve our goal of providing sustainable approaches to our clients' financial futures.

Responsibilities

  • Develop and maintain relationships with clients to promote our financial products and services.
  • Provide guidance and support to clients on investment strategies and planning.
  • Conduct research and gather information to present to clients.
  • Participate in training and development programs provided by New York Life.
  • Utilize marketing support and prospecting tools to expand client base.

Requirements

  • A high school diploma or equivalent.
  • Experience in financial services or related field preferred.
  • Strong communication and interpersonal skills.
  • Ability to work independently and as part of a team.

Qualifications

  • Valid driver's license required.
  • Pass a background check.

Skills

  • Excellent customer service skills.
  • Strong organizational and time management skills.
  • Proficiency in Microsoft Office Suite.

Benefits

  • Medical, dental, vision, long-term disability, and group term life insurance.
  • Professional development opportunities.
  • Comprehensive training program.
  • Marketing support and prospecting assistance.

Pay

$60,000 - $200,000 annually.

Schedule

Variety of schedules available, including full-time and part-time options.

New York Life

New York Life is a leading financial services company known for its strong reputation and financial strength ratings. As an Equal Opportunity Employer, we welcome diverse candidates.

Similar jobs

Financial Advisor

Northwestern MutualPortland, OR· 1 wk ago
Finance$61k–$119k/yrapply on careers-northwesternmutual.icims.com

Financial Advisor

Suncoast Credit UnionBradenton, FL· 1 mo ago
Financeapply on careers.suncoastcreditunion.com

financial advisor

orsa credit unionPlymouth, MI· 1 mo ago
Finance$48k/yrapply on workforcenow.adp.com

Financial Advisor

South Shore BankWeymouth, MA· 8 mo ago
Sales$60k/yrapply on recruiting.paylocity.com

Financial Advisor

NASA Federal Credit UnionFalls Church, VA· 2 wk ago
Finance$100/hrapply on jobs.lever.co

Financial Advisor

Golden Summit Wealth & Insurance SolutionsSan Jose, CA· 1 wk ago
Finance$110k–$300k/yrapply on jsco.re