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Financial Advisor

Job

New York Life - Melville, NY

Melville, NY (In Person)

$125,000 Salary, Full-Time

Posted 1 week ago (Updated 6 days ago) • Actively hiring

Expires 7/7/2026

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Job Description

Financial Advisor New York Life
  • Melville, NY 520 Broadhollow Road, Melville, NY 11747 $100,000
  • $150,000 a year $100,000
  • $150,000 a year Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals?
If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today!
Compensation:
$100,000
  • $150,000 commission based
Responsibilities:
Compile each client's financial information to determine financial goals, financial status, cash flow, and financial expectations Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products Design customized financial plans suitable for each client based on potential life changes and changing financial needs Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Qualifications:
Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required Bachelor's degree in business administration, finance, or related field is required Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred About Company We are committed to the field force. You will have the guidance, support, and resources you need to serve clients. Our agents are leaders in the industry. New York Life has been built on a strong foundation since 1875.