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Entry-Level Financial Advisor: Build Plans & Relationships

New York Life, Coelho Group — Bridgewater, Johnston, RI, United States


A financial services agency in Rhode Island is seeking a dedicated professional to foster long-term relationships with clients while offering tailored financial solutions. The role involves implementing marketing strategies, collecting client financial data, creating personalized financial plans, and providing insurance and investment advice. The ideal candidate will have strong relationship management skills and the ability to effectively network. This position offers a compensation range from $60,000 to $200,000 annually, along with comprehensive benefits. #J-18808-Ljbffr