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!
Compensation:
$100,000 - $125,000 yearly Responsibilities:
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 Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals Be a coachable, organized team member interested in pursuing training development and educational opportunities Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs Qualifications:
Valid FINRA Series 7 & 63/66 preferred but not required A required Bachelor's degree in business administration, finance, or similarly related field Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired To be considered, candidates must live in or around the Albany, NY area Experience in financial planning or a related field is a plus, but not required. We offer any and all training, education, and registrations/licenses. Ability to analyze financial data and develop actionable strategies for clients. Proven track record of building and maintaining strong client relationships. Strong communication skills to clearly explain complex financial concepts. Ability to identify and secure new clients through networking and referrals. Interest in continuous learning and professional development in financial services. Organizational skills to manage multiple clients and financial plans effectively. About Company New York Life Insurance Company New York Life is a cornerstone of the financial services industry, with a 181‑year history, a Fortune 100 ranking, and the highest financial strength ratings available. We are seeking driven, entrepreneurial individuals who want to build a meaningful career backed by unmatched resources, training, and long‑term stability. Why New York Life? When you align with New York Life, you gain access to industry‑leading training, education, development, and mentorship designed to support your success from day one. What We Offer:
Comprehensive training and development program All required study materials are provided for licensing and registrations Bonuses paid upon completion of licenses Partnership with The American College, allowing advisors to earn professional designations at no cost or with 100% reimbursement upon passing 401(k) with company match Pension plan starting on day one
