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 recommendations based on financial needs and goals
• 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
• Proficiency in financial planning and analysis
• Passion for helping clients achieve their financial goals
• High school diploma or equivalent
• Experience in a similar role preferred

Qualifications

• High school diploma or equivalent
• Experience in a similar role preferred
• Strong communication and interpersonal skills
• Proficiency in financial planning and analysis

Skills

• Financial planning and analysis
• Client relationship management
• Communication and interpersonal skills

Benefits

• Medical, dental, vision, long-term disability, and group term life insurance
• Compensation range: $60,000 - $84,000 yearly

Pay

• $60,000 - $84,000 yearly

Schedule

• Full-time position