EntryLevel Financial Advisor
New York Life - Kansas City, Kansas City, MO, United States
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!
Responsibilities
Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
Be a coachable, organized team member interested in pursuing training development and educational opportunities
Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
Qualifications
Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
Up-to-date FINRA Series 7 & 63/66 documents are a bonus
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 alternate related analytical field is required
Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
Key Characteristics
Highly self-motivated and self-disciplined with the ability to work effectively and independently
Outgoing personality with the ability to develop relationships (i.e., “People Person”) and a sincere desire to help others
Fearless, positive attitude, and willingness to be accountable for results
Organized, detail-oriented, and excellent time-management skills
The desire for continuous learning
Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner
Compensation
$74,000 - $120,000 at plan earnings
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Responsibilities
Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
Be a coachable, organized team member interested in pursuing training development and educational opportunities
Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
Qualifications
Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
Up-to-date FINRA Series 7 & 63/66 documents are a bonus
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 alternate related analytical field is required
Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
Key Characteristics
Highly self-motivated and self-disciplined with the ability to work effectively and independently
Outgoing personality with the ability to develop relationships (i.e., “People Person”) and a sincere desire to help others
Fearless, positive attitude, and willingness to be accountable for results
Organized, detail-oriented, and excellent time-management skills
The desire for continuous learning
Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner
Compensation
$74,000 - $120,000 at plan earnings
#J-18808-Ljbffr