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Financial Advisor

Company: New York Life - New Canaan
Location: Bridgeport
Posted on: May 3, 2021

Job Description:

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!


Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects 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 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


A required Bachelors degree in business administration, finance, or similarly related field Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients Valid FINRA Series 7 & 63/66 preferred but not required Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired

About Company: Devotion to its policy owners has led New York Life for over 170 years of industry success. Some of our accolades include:

A promise to work with you to build a strong financial future for both you and your clients#69 on Fortune 100 in 2018Most MDRT (2) members in any United States Mutual company 2018Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poors (AA+); A.M. Best (A++); Moodys (Aaa); and Fitch (AAA) as of 7/30/18

Keywords: New York Life - New Canaan, Bridgeport , Financial Advisor, Other , Bridgeport, Connecticut

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