Associate Financial Advisor in Westborough, Massachusetts at NYL - Boston

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 our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!Compensation:

$80,000 - $150,000 yearly

Responsibilities:

• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor

Qualifications:

• A required Bachelor’s degree in business administration, finance, or similarly related field
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers

• A Bachelor’s degree in finance, business administration, or alternate related analytical field is preferable, but not required

About Company

At the heart of New York Life is a commitment to be there for our customers when they need us—whether today or decades into the future. Since 1845, we have delivered on that promise by investing wisely, managing finances strategically, and remaining true to our mission as a mutual company.

What We Offer You:

• 401(k)
• Pension
• Full health benefit package
• Life insurance
• Disability insurance

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