ENTRYLEVEL WEALTH ADVISOR
Company: New York Life - Nassau-Suffolk NY
Location: Melville
Posted on: October 17, 2024
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Job Description:
Are you enthusiastic about growing your expertise in wealth
management and financial planning? Come aboard our Melville team as
an Entry-Level Wealth Advisor and embark on a rewarding journey
with us.* Engage closely with clients to provide expert guidance
and holistic financial planning to support them in achieving their
financial goals.* Concentrate on fostering and managing client
relationships, aiding them in structuring and mapping out their
financial aspirations.* Receive ongoing support and collaborate in
a positive team environment.* Ideal for individuals keen on
expanding their understanding of Investment and Financial
Planning.* Full-time role with outstanding training offered,
regardless of prior experience.* Salary: $116,000 annually +
Comprehensive Benefits. Responsibilities: --- Provide clients with
financial guidance and education to create custom retirement plans
and investment strategies --- Analyze clients' financial situations
and provide advice on risk management strategies --- Keep up to
date with relevant financial regulations and news, and communicate
changes to clients --- Identify opportunities to increase clients'
financial performance and profitability --- Find and obtain clients
to build a financial services practice --- We work with business
owners, individuals, and families Qualifications: --- US Work
Authorization --- Excellent people skills and communication skills
--- Some experience in a sales or financial services-related
position preferred --- Proficient in the use of Microsoft Office
and other financial systems --- Competitive --- College Degree ---
Life and health, SIE, Series 6 or 7 preferred but not required ---
Coachable --- Previous Management skills are a plus --- Sales
skills are a plus Compensation: $116,000 yearly--- Provide clients
with financial guidance and education to create custom retirement
plans and investment strategies --- Analyze clients' financial
situations and provide advice on risk management strategies ---
Keep up to date with relevant financial regulations and news, and
communicate changes to clients --- Identify opportunities to
increase clients' financial performance and profitability --- Find
and obtain clients to build a financial services practice --- We
work with business owners, individuals, and families
Keywords: New York Life - Nassau-Suffolk NY, New Haven , ENTRYLEVEL WEALTH ADVISOR, Other , Melville, Connecticut
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