Financial Advisor

Job DescriptionJob 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 career 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, apply today!

Compensation:

$75,000 - $150,000

Responsibilities:

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 Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs Serve as a collaborative team player willing to further development through continued training opportunities Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations No Door-To-Door or Cold Calling! -- Our World-Class Training will establish the 17 ways in which we target the market in our local communities. We sponsor our professionals in obtaining their Life, Accident Health Insurance Licenses as well as their SIE, Series 6, Series 63, and/or Series 7 Licenses. We pay for you to sit for the exam and for state licenses. We also provide the study materials at no cost, so there is no financial exposure on your part. Spend time in the fact-finding analysis with existing clients and new prospects while assessing their goals and objectives in order to create tailored wealth accumulation and risk management strategies that align with clients' risk profiles. Implement client-specific strategies and tactics proven effective in maintaining and growing existing consumer portfolios comprised of loyal, long-term clients. Review with existing clients on an ongoing basis as their needs and priorities continue to change over time.

Qualifications:

Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired A required Bachelor's degree in business administration, finance, or similarly related field Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired Valid FINRA Series 7 & 63/66 preferred but not required Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers Must live in the state of Colorado, Wyoming, or Nebraska. History of success. Strong interpersonal communication skills. Good reputation in your community. Business-driven ethos. Four-year college degree preferred; High school diploma required. About Company New York Life Insurance Company NYL is one of the largest and most respected mutual life insurance companies in the US. Founded in 1845, the company is owned by its policyholders, which means decisions are made with a long-term focus on financial strength, stability, and client outcomes-not shareholder pressure. New York Life provides life insurance, retirement income solutions, long-term care coverage, and investment products, helping individuals, families, and businesses build and protect their financial futures. NYLIFE Securities

LLC NYLIFE

Securities is the registered broker-dealer and FINRA-member subsidiary of New York Life. It allows financial professionals to offer securities products such as mutual funds, variable annuities, and managed accounts. Through NYLIFE Securities, advisors can provide comprehensive financial guidance that integrates insurance protection with investment strategies, delivering holistic solutions tailored to clients' goals.