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Entry Level Financial Advisor

Company: New York Life - Bethesda, MD
Location: Potomac
Posted on: June 19, 2022

Job Description:

Job DescriptionThis position is remote for candidates residing in the DMV area. Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!Compensation:$60,000 - $100,000+Responsibilities:

  • Serve as a collaborative team player willing to further development through continued training opportunities
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
  • 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
  • Support clients' progress toward their financial goals through strategic product, plan, and investment recommendationsQualifications:
    • A Bachelor's degree in finance, business administration, or alternate related analytical field is required
    • 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
    • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
    • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
      • Experienced Licensed Financial Advisors and or ManagersAbout CompanyNew York Life is 20,000 employees and agents across 120 offices in the US and a thriving global asset management operation. Together, we span a wide variety of nationalities, generations, cultures, and backgrounds. But one common goal unites us every day: strengthening our clients' financial security now and in the future. Here are just a few of the ways we're working to achieve this mission.Why New York Life?From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals and managers. Our dedicated teams at the General Office and the corporate office support our managers and help them impact their agents and communities.New York Life is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity.

Keywords: New York Life - Bethesda, MD, Potomac , Entry Level Financial Advisor, Accounting, Auditing , Potomac, Maryland

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