Entry-Level Wealth Advisor - New York Life - Nassau-Suffolk NY : Job Details

Description Are you passionate about developing your skills in wealth management and financial planning? Join our Melville team as an Entry-Level Wealth Advisor and start a fulfilling journey with us. Collaborate closely with clients to offer expert advice and comprehensive financial planning to help them reach their financial objectives. Focus on nurturing and maintaining client relationships, assisting them in structuring and planning their financial goals. Continuous support and teamwork in a positive work environment. Suitable for individuals seeking to expand their knowledge of Investment and Financial Planning. Full-time position with exceptional training provided, regardless of previous experience. Salary: $116,000 per year + Full Benefits 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 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