Financial Services Representative

Job Description

Job Description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Compensation:

$115,917 yearly

• Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
• 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
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor

• Ability to understand the needs and financial concerns of clients
• Ability to educate clients on how to plan ahead for the future financially, so that they are prepared for unfortunate life events/ circumstances they may encounter
• Promote customized ways for clients to achieve their long-term financial goals
• Cultivating relationships with a view to helping every family member or individual pursue financial security
• Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
• Providing compassion and guidance to clients when unfortunate life circumstances arise
• Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of client relationships over time

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

• Only applicants who live in or around Palm Beach Gardens, FL, will be considered for this position
• Sales experience preferred, but not required
• Go-getter mindset
• Desire to help families and businesses address their financial needs
• Strong business acumen
• Professional business demeanor
• Perseverance in the face of a challenge
• Ability to engage your community and leverage personal networks/contacts

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.

We’re proud to be recognized by the following organizations.

• Fortune 2024: World’s Most Admired Companies
• Handshake 2025: Early Talent Award
• Forbes 2024: America’s Best Employers for Diversity
• Seramount: 2024 Best Companies for Multicultural Women

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity.