Entry Level Financial Specialist
Company: New York Life-NJ General Office
Location: Newark
Posted on: November 7, 2024
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Job Description:
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 communities
--- Engage in a top-notch training program within the financial
services industry
--- Analyze cash flow, income, financial status, and other wealth
management aspects to assist clients in defining and achieving
financial objectives
--- Act as a reliable advisor for newly acquired clients, utilizing
proactive measures to identify and establish prospects
--- Devise sustainable financial solutions tailored to clients'
long-term needs
--- Provide support to clients in reaching their financial goals
through strategic product, plan, and investment suggestions
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
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, Waterbury , Entry Level Financial Specialist, Accounting, Auditing , Newark, Connecticut
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