ENTRYLEVEL WEALTH ADVISOR

Company: New York Life - Nassau-Suffolk NY
Location: Melville
Posted on: October 17, 2024

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, Freeport , ENTRYLEVEL WEALTH ADVISOR, Other , Melville, New York