Entry-Level Financial Planner

Responsibilities

• Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• 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
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Made strategic product, plan, and investment recommendations and financial advice to help clients reach their financial goals

Qualifications

• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• A Bachelor's degree in finance, business administration, or an alternative related analytical field is required
• Valid FINRA Series 7 & 63/66 preferred but not required
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers

About the role

New York Life Insurance is a mutual company with no investors or outside owners, offering a unique alignment with client interests. With over 175 years of industry success, New York Life ranks No. 69 on the 2025 Fortune 500 list and remains the largest mutual life insurer in the U.S. The company is recognized for its exceptional financial strength, with the highest ratings awarded to any US life insurer: A++ (A.M. Best), AAA (Fitch), Aa1 (Moody’s), and AA+ (S&P).

Pay

$116,000 - $116,000/year

Schedule

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Benefits

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Skills

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Benefits

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