About this opportunity
NYL - Boston lists this Financial Planner opportunity in westborough, Massachusetts. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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: • Be a coachable, organized team member interested in pursuing training development and educational opportunities • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives Qualifications: • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required • Valid FINRA Series 7 & 63/66 preferred but not required • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred A Bachelor’s degree in finance, business administration, or alternate related analytical field is preferable, but not required Compensation: $80,000 - $150,000 yearly
n•
nCompensation:
$80,000-$150,000 per year
Worksite address
westborough, MA, 01581, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.