5 financial services professional Jobs in melville, ny
New York Life - Suffolk County is Hiring a Financial Professional Near Melville, NY
Are you an experienced financial professional who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today!
Compensation:$120,000 at plan yearly
Responsibilities:- Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
- Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
- Customize financial plans for each client based on potential life changes and changing financial needs
- Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
- Entrepreneurial mindset
- Strong communication skills both written and verbal
- Desire to help individuals, families, and businesses address their financial needs
- Strong business acumen
- Professional business demeanor
- Perseverance in the face of challenge
- Ability to engage your community and leverage professional networks/contacts
New York Life - Suffolk County has been helping generations of Americans attain their financial visions through our nationwide agent force for more than 180 years. Our agents' abilities are advanced through award-winning training, product offerings, agent support, personal and professional development, and broad-spectrum marketing.
New York Life innovatively strides the cutting edge in customer service, systematically paves the way for success with the tested processes, and is actively immersed with you in achieving your desired career objectives.
Job Summary
Full Time
$145k-168k (estimate)
05/16/2024
07/14/2024
The job skills required for Financial Professional include Customer Service, Communication Skills, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Professional. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Professional. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Professional positions, which can be used as a reference in future career path planning. As a Financial Professional, it can be promoted into senior positions as a Financial Associate (Corporate) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Professional. You can explore the career advancement for a Financial Professional below and select your interested title to get hiring information.
If you are interested in becoming a Financial Professional, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Professional for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Professional job description and responsibilities
A financial advisor provides financial advice or guidance to customers for compensation.
03/22/2022: Lima, OH
A financial advisor can be distinguished from an execution stockbroker that simply places trades for clients or a tax accountant who simply prepares tax returns without providing advice on how to maximize tax advantages.
03/12/2022: Kingsport, TN
A financial advisor can also be a financial planner or provide financial planning as part of their repertoire of services.
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Financial advisors may run their own firm or they might be part of a larger office or bank.
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A financial advisor can offer tips on buying a car, saving for college, and refinancing a home mortgage.
02/07/2022: Lake Charles, LA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Professional jobs
A wide variety of other licenses and certifications may be required depending on the services provided by a given financial advisor.
02/15/2022: Reno, NV
To become a financial advisor, one first needs to complete a bachelor's degree.
01/18/2022: Riverside, CA
To use the CFP designation from the Certified Financial Planner Board of Standards, an advisor must complete a lengthy education requirement, pass a stringent test and demonstrate work experience.
03/11/2022: Olympia, WA
Many financial advisors, whether they already have professional degrees or not, go through certification programs for more training.
02/20/2022: New Brunswick, NJ
Many financial firms also require a certain minimum GPA cut-off for new graduates, meaning that excellent grades are a must.
01/04/2022: Florence, AL
Step 3: View the best colleges and universities for Financial Professional.
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