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Entry-Level Financial Advisor

Entry-Level Financial Advisor

New York Life - Tim ChoiLos Angeles, CA, US
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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 clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. We will help fully train and develop your sales skills and ensure you're set up for success! Our mentorship program will allow you to fully grow as an agent and we will be with you every step of the way / If this sounds good to you, apply today!

Compensation :

123,000 at plan earnings

Responsibilities :

  • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  • Serve as a collaborative team player willing to further development through continued training opportunities
  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs

Qualifications :

  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • 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

    • About Company

    New York Life is the third-largest life insurance company and the largest mutual life insurance company in the United States, and is ranked #71 on the 2023 Fortune 500 list of the largest U.S. corporations by total revenue.

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    Financial Advisor • Los Angeles, CA, US