Entry-Level Financial Specialist

Are you a fan of interpersonal engagement and excel at devising outcome-focused strategies? Fed up with the predictability of your daily grind and in search of a new opportunity? We are seeking a driven individual with a passion for finance, eager to establish themselves in the financial services sector! The perfect candidate for the Entry-Level Financial Specialist position is someone who is passionate about cultivating long-lasting relationships and has a strong interest in financial data, estate planning, business administration, mutual funds, and related fields. If you have outstanding communication skills and a sharp eye for detail, don't hesitate to send in your application today!Responsibilities:Develop strong relationships within local communitiesEngage in a top-notch training program within the financial services industryAnalyze cash flow, income, financial status, and other wealth management aspects to assist clients in defining and achieving financial objectivesAct as a reliable advisor for newly acquired clients, utilizing proactive measures to identify and establish prospectsDevise sustainable financial solutions tailored to clients' long-term needsProvide support to clients in reaching their financial goals through strategic product, plan, and investment suggestionsQualifications:Excellent communicator who is willing to provide great client serviceA basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessaryBasic knowledge of computer programs including Microsoft Office, Google Suite, CRM systems, and related programs is neededPreferred Bachelor's degree, but not requiredFINRA licenses are a plus, but not requiredTraits of our most successful associates:EnterprisingStrong work ethicDesire to help peoplePositive attitudeIntegrityAbout Company:As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. We have over 175 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 the clients#78 on Fortune 100 in 2024Most MDRT members in any United States Mutual Company in 2019Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA) as of 07/31/24