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NYL - Nassau-Suffolk NY

Entry Level Financial Professional

melville, NY

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About this opportunity

NYL - Nassau-Suffolk NY lists this Entry Level Financial Professional opportunity in melville, New York. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Join us at New York Life, where your career begins with purpose and potential. As an entry-level financial professional, you'll be part of a Fortune 100 company known for its unwavering commitment to helping individuals and families achieve their financial goals. We take pride in our rich history, spanning over 175 years, of doing good and focusing on long-term client success. Our team thrives on diversity and inclusion, and we're recognized by industry leaders for our exceptional training and development programs. In this role, you'll have the unique opportunity to advance your career in a supportive environment where your success is our priority. We offer competitive benefits and abundant opportunities for growth, ensuring that you’re not just starting a job but building a rewarding career. With a focus on innovation and personal development, you'll be empowered to make a significant impact. If you're ready to embark on a journey with a company admired for its achievements and dedication to its people, let's get started today. Responsibilities: • • Guide clients in developing personalized financial plans that align with their goals and aspirations. • Conduct thorough financial assessments to identify opportunities for growth and improvement. • Collaborate with team members to deliver comprehensive solutions that meet client needs. • Stay informed about industry trends and regulatory changes to provide accurate advice. • Build and maintain strong client relationships through regular communication and follow-up. • Utilize company resources and training to enhance your financial expertise and client service skills. • Participate in community events and networking opportunities to expand your professional network and client base. Qualifications: • • Experience in financial planning or a related field is a plus, but not required. • Ability to communicate complex financial concepts in a clear and relatable manner. • Proven track record of building and maintaining strong client relationships. • Strong analytical skills to conduct thorough financial assessments. • Ability to work collaboratively within a team to deliver comprehensive solutions. • Eagerness to stay informed about industry trends and regulatory changes. • Proficiency in using financial software and tools to enhance client service skills. Compensation: $120,000 + benefits

n• Guide clients in developing personalized financial plans that align with their goals and aspirations. • Conduct thorough financial assessments to identify opportunities for growth and improvement. • Collaborate with team members to deliver comprehensive solutions that meet client needs. • Stay informed about industry trends and regulatory changes to provide accurate advice. • Build and maintain strong client relationships through regular communication and follow-up. • Utilize company resources and training to enhance your financial expertise and client service skills. • Participate in community events and networking opportunities to expand your professional network and client base.

nCompensation:

$120,000 per year

Worksite address

melville, NY, 11775, US

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