
Entry-Level Wealth Advisor
5 days ago
NYL - Nassau-Suffolk NY • Melville , NY , US
Posted 11 days ago
Description
Seeking an Entry-Level Wealth Advisor to join our Melville, NY team, embarking on a journey to excel in wealth management and financial planning. Engage deeply with clients, offering expert advice and comprehensive financial planning to help them reach their financial aspirations. Focus on cultivating client relationships, assisting them in defining and attaining their financial goals.
Benefit from continual support and contribute to a collaborative team environment. This opportunity is perfect for those eager to enhance their knowledge in Investment and Financial Planning. Full-time position with comprehensive training provided, regardless of previous experience. Competitive salary: $116,000 annually + extensive benefits package.
Responsibilities
- Provide clients with financial guidance and education to create custom retirement plans and investment strategies
- Analyze clients' financial situations and provide advice on risk management strategies
- Keep up to date with relevant financial regulations and news, and communicate changes to clients
- Identify opportunities to increase clients' financial performance and profitability
- Find and obtain clients to build a financial services practice
- We work with business owners, individuals, and families
Qualifications
- US Work Authorization
- Excellent people skills and communication skills
- Some experience in a sales or financial services-related position is preferred
- Proficient in the use of Microsoft Office and other financial systems
- Competitive
- College Degree
- Life and health, SIE, Series 6 or 7 preferred but not required
- Coachable
- Previous Management skills are a plus
- Sales skills are a plus
Compensation
$116,000 yearly
About NYL - Nassau-Suffolk NY
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients.
We’re proud of our position in the industry • Training Magazine 2021: Top Companies for Learning and Development • Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for Insurance: Life and Health.
We’re proud to be recognized by organizations that also value diversity. • 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized • LATINA Style 2019: Company of the Year • Forbes 2019: America’s Best Employers for Diversity • Diversity Inc 2018: Top 50 Companies for Diversity
#J-18808-Ljbffr
-
Entry-Level Financial Advisor
5 days ago
City Of Melville, Australia WizeHire, Inc Full timeNYL - Nassau-Suffolk NY • Melville , NY , US Posted 11 days ago Description Great opportunity available at the New York Life Long Island, NY for an Entry-Level Financial Advisor position. Help families, business owners, and corporations secure their financial futures with us. Drive your professional development independently and positively impact...
-
(Only 24h Left) Financial Advisor
1 week ago
City Of Melville, Australia WizeHire, Inc Full timeWe 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...
-
Wealth Manager
7 days ago
Council of the City of Sydney, Australia Independent Resourcing Consultancy Ltd Full timeOverview Wealth Manager - Sydney This firm is a pioneering, independent financial advisory consultancy, unwavering in its dedication to safeguarding the financial futures of its clients. Established by UK-qualified financial advisers, the company distinguishes itself with its vibrant energy and innovative approach, setting it apart in the competitive...
-
Entry-Level Financial Professional
5 days ago
City Of Melville, Australia WizeHire, Inc Full timeNYL Nassau-Suffolk Region • Melville , NY , US Posted 2 days ago Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and...
-
Associate Financial Advisor
3 days ago
Fairfield City Council, Australia WizeHire, Inc Full timeDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial...
-
Private Wealth Advisor
1 week ago
Council of the City of Sydney, Australia Macquarie Bank Limited Full timeOverview Business Development & Sales, Wealth Management We empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management. We are committed to investing in technology to streamline compliance and operational efficiency, enabling you to focus on what matters most: building trusted...
-
▷ 15h Left: Associate Financial Planner
5 days ago
City Of Melville, Australia WizeHire, Inc Full timeDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial...
-
Trainee Service Advisor
3 hours ago
Melville, Australia Autoleague Full timeClose to Melville Central shops - Receive fully maintained company vehicle - Entry level position with opportunities for career development **Melville Hyundai** are currently seeking customer focused **Trainee Service Advisor** for an exciting opportunity to join their vibrant Service Department! To be considered, you will excel at establishing strong...
-
Entry-Level Insurance Sales Agent
2 weeks ago
City Of Melville, Australia WizeHire, Inc Full timeOverview NYL Nassau-Suffolk Region • Melville, NY, US Posted 20 days ago Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence...
-
[Urgent] Client Service Consultant
2 weeks ago
Council of the City of Sydney, Australia Macquarie Bank Limited Full timeWhat role will you play? As a Client Service Consultant within our Wealth division, you will be responsible for working alongside and communicating with Financial Advisors to assist with delivery of financial products and services. You will utilise our range of advanced systems to manage communication via live chat and phone call. You will showcase your...