Entry-Level Financial Specialist

Position Overview

Are you a fan of interpersonal engagement and excel at devising outcome-focused strategies? Fed up with the predictability of your daily grind and in search of a new opportunity? We are seeking a driven individual with a passion for finance, eager to establish themselves in the financial services sector. The ideal Entry-Level Financial Specialist is passionate about cultivating long-lasting relationships and has a strong interest in financial data, estate planning, business administration, mutual funds, and related fields. If you have outstanding communication skills and a sharp eye for detail, apply today.

Compensation

$60,000 - $90,000 at plan annually

Key Responsibilities

• Develop strong relationships within local communities.
• Engage in a top-notch training program within the financial services industry.
• Analyze cash flow, income, financial status, and other wealth management aspects to assist clients in defining and achieving financial objectives.
• Act as a reliable advisor for newly acquired clients, utilizing proactive measures to identify and establish prospects.
• Devise sustainable financial solutions tailored to clients' long-term needs.
• Provide support to clients in reaching their financial goals through strategic product, plan, and investment suggestions.

Required Qualifications

• Excellent communicator with a commitment to outstanding client service.
• Basic understanding of the role of a financial advisor or consultant and a strong interest in the financial industry and its products.
• Proficient in computer programs including Microsoft Office, Google Suite, CRM systems, and related software.

Preferred Qualifications

• Preferred Bachelor’s degree (not required).
• FINRA licenses are a plus.

Traits of Our Most Successful Associates

• Enterprising
• Strong work ethic
• Desire to help people
• Positive attitude
• Integrity

About Company

As a mutual company with no investors or outside owners, New York Life is uniquely aligned with our clients' interests and priorities. With over 175 years of industry success, we are committed to building a strong financial future for both our associates and our clients.

• A promise to work with you to build a strong financial future.
• #78 on Fortune 100 in 2024
• Most MDRT members in any United States Mutual Company (2019).
• Highest possible financial strength ratings currently awarded: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 07/31/24.