Entry-Level Financial Specialist
Company: New York Life-NJ General Office
Location: Clifton
Posted on: October 1, 2024
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Job Description:
Are you someone who thrives on interpersonal interactions and
excels at creating result-driven strategies? Tired of the monotony
of your daily routine and seeking a fresh opportunity? We are on
the lookout for a financially motivated individual eager to make
their mark in the financial services sector!
The ideal Entry-Level Financial Specialist candidate is someone who
is enthusiastic about fostering lasting connections and possesses a
keen interest in financial data, estate planning, business
administration, mutual funds, and related areas. If you possess
exceptional communication abilities and a keen attention to detail,
don't hesitate to submit your application today!
Responsibilities:
--- Network within local communities to develop strong
relationships
--- Partake in the best training program in the industry
--- 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
--- Serve as a trusted advisor for new clients acquired through
proactive measures to seek, identify, and establish prospects
--- Create long-term effective financial solutions for clients
--- Support clients' progress toward their financial goals through
strategic product, plan, and investment recommendations
Qualifications:
--- Excellent communicator who is willing to provide great client
service
--- A 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 necessary
--- Basic knowledge of computer programs including Microsoft
Office, Google Suite, CRM systems, and related programs is
needed
--- Preferred Bachelor's degree, but not required
--- FINRA licenses are a plus, but not required
Traits of our most successful associates:
--- Enterprising
--- Strong work ethic
--- Desire to help people
--- Positive attitude
--- Integrity
--- Determination
About Company:
As a mutual company, with no investors or outside owners, New York
Life is uniquely aligned with our client's interests and
priorities. We had 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 your clients#78 on Fortune 100 in 2024Most MDRT
members in any United States Mutual Company 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
Keywords: New York Life-NJ General Office, Clifton , Entry-Level Financial Specialist, Accounting, Auditing , Clifton, New Jersey
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here to apply!
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