Financial Planner
Not Disclosed•Full-TimeOn-site
location_onHeadquarters Uniondale Fire Department, 501, Uniondale Avenue, Goodrich Manor, Uniondale, Town of Hempstead, Nassau County, New York, 11553, United States
About the Team
At New York Life, we empower individuals, families, and businesses to secure their financial futures. Our culture emphasizes collaboration, professional growth, and doing what's right for clients and communities. We are dedicated to building a meaningful career path where team members support one another while making a lasting impact.
About the Role
As a Financial Planner, you will be at the forefront of providing innovative insurance, investment, and retirement solutions. This role is designed for those with excellent communication skills, a knack for math and analytics, and a passion for smart decision-making. You will serve as a trusted advisor, guiding clients toward achieving their monetary goals through strategic product, plan, and investment recommendations.
In this position, you will learn the ropes of financial services in a structured yet coachable environment. You will develop long-term relationships with clients and underwriters, customize financial plans based on life stages and evolving needs, and work with senior-level advisors to anticipate future client requirements. New York Life will pay and cover all expenses for the necessary training and licensing exams, ensuring you are well-equipped to succeed.
Hiring Process
We are looking for driven, motivated, and coachable individuals ready to build the future with us. If you are passionate about helping others and have a background in sales or financial services, we invite you to apply today to grow your career.
Work location
Work model: On-site
Headquarters Uniondale Fire Department, 501, Uniondale Avenue, Goodrich Manor, Uniondale, Town of Hempstead, Nassau County, New York, 11553, United States
Uniondale, New York
Key Responsibilities
- check_circleSeek, identify, and secure strong relationships with new clients as a trusted financial advisor
Similar Job Opportunities
Skills, education and keywords
Skills: Microsoft Office, CRM Systems, Financial Planning Software, Google Suite, Finra Series 7, Finra Series 63, Finra Series 66.
Education: Bachelor's degree in finance, business administration, or related analytical field required.
Frequently asked questions about Financial Planner at New York Life
What does a Financial Planner at New York Life do?expand_more
Day-to-day, the Financial Planner at New York Life will seek, identify, and secure strong relationships with new clients as a trusted financial advisor; determine cash flow, income, and financial status to help clients define and achieve objectives; customize financial plans for each client based on professional circumstances and life stage; and network with prospective clients and explain features of insurance, investments, and planning needs.
What are the requirements for this Financial Planner role?expand_more
To qualify for the Financial Planner at New York Life position, applicants should have: Bachelor's degree in finance, business administration, or related analytical field; Working knowledge of financial products and industry; Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite; FINRA Series 7 & 63/66 documents (preferred); and 1 year sales experience (preferred).
Where is the Financial Planner role at New York Life located?expand_more
Financial Planner at New York Life is based in Headquarters Uniondale Fire Department, 501, Uniondale Avenue, Goodrich Manor, Uniondale, Town of Hempstead, Nassau County, New York, 11553, United States. This is a on-site role.