21 Financial Professional Jobs in New York, NY
Royal Staffing Group LLC is Hiring a Financial Professional Near New York, NY
*Royal Staffing Group is hiring for this position on behalf of NYL*
Join our Financial Professionals team!
Our New York Life Manhattan General Office is seeking financial professionals to join our growing practice. Our financial professionals strive to understand their clients' goals and needs to develop customized solutions that can help their clients reach their goals.
Even if you have no previous finance services experience, we will help nurture and develop your sales and marketing talents.
You will be given the flexibility to build your own practice while receiving support and guidance from our company's network of support personnel, training and educational programs, and opportunities for mentorship from established and successful agents.
About New York Life:
New York Life has been helping families and businesses achieve financial security for over 175 years. Through a distinctive, protection first approach that includes both insurance and investments1, we empower people to be financially confident to take actions to address their needs. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.
RECENT AWARDS AND ACCOLADES:
· We're proud to be named the “Best Companies for Latinos to Work for” list for 2022 by Latino Leaders.
· We ranked 1st in the number of Million Dollar Round “MDRT”2Table Qualifiers for 68 consecutive years
· We ranked 72ndon the prestigious Fortune 500 list for 2022.
· BEST-OF-THE-BEST CORPORATIONS FOR INCLUSION: The National Business Inclusion Consortium (NBIC) has named New York Life to the fifth annual cohort of Best-of-the-Best list of corporations in America committed to diversity and inclusion across all communities for 2021.
PERKS AT A GLANCE:
- Location - On the days you are in the office, get here quickly thanks to our highly accessible central location in Manhattan, NY.
- Flexibility - Can set your own schedule as you become more established and achieve work/life balance
- Growth/Development - There are various paths within this career, and we are devoted to helping each agent grow professionally and personally
- Culture - Be a part of our "work hard, play hard" and philanthropic culture. We are an inclusive and diverse family-oriented team. Individually and collectively, we are driven to make a positive impact on people's lives and our communities.
- Diversity, Equity, & Inclusion - We believe in putting people first. Doing the right thing. Creating a culture of respect. These are the principles we've been committed to since day one. We know that the best client service and financial industry leadership starts with our people-building a diverse team and an inspiring, inclusive workplace where everyone can be, and do, their best every day.
FINANCIAL PROFESSIONAL RESPONSIBILITIES:
- Work directly with clients to compile financial profiles that allow you to provide sound financial guidance based on each person’s individual financial status, income, financial goals, and other factors
- Serve as a collaborative team player willing to furthering development through continued training opportunities
- Seek, identify new clients, and secure strong relationships with all clients by serving as their trusted Financial Professional
- Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored strategies to suit their needs
- Provide sound financial guidance and recommendations for product solutions, and services to help clients achieve financial goals
DESIRED SKILLS & QUALIFICATIONS
- Coachable
- Self-Disciplined
- Values of integrity and honesty.
- Excellent communicator and relationship builder.
- Ability to work independently with a go-getter mindset.
- Life and health license is preferred.
- willingness to acquire series FINRA SIE (Securities Industry Essentials), Series 6/7 and 63.
- Previous experience in sales, banking, financing, or other related fields is preferred.
COMPENSATION BENEFITS:
New York Life provides our financial professionals with an excellent compensation and benefits package.
As a New York Life financial professional, how much you make is dependent on your drive and actual sales. This is not a fixed salary job. Your income is not guaranteed. However, you will have the opportunity to make a significant income by doing good. Our commission-based agent compensation allows you to control what you would want to make and pursue it through sales and client services.
- Potential for Growth Opportunities
- Sponsorship of Licensing/Credentialing
- Subsidized Training during your first two years
- Competitive Medical Coverage
- 401(k) and a Pension Plan3 for qualified individuals
- Group Life and Disability Income Insurance
Job Type: Full-time
Pay: $60,000.00 - $120,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
Weekly schedule:
- Monday to Friday
Work setting:
- In-person
Ability to Relocate:
- New York, NY: Relocate before starting work (Required)
Work Location: In person
Job Summary
Full Time
$122k-144k (estimate)
04/13/2024
06/12/2024
The job skills required for Financial Professional include Leadership, 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.
12/31/2021: Little Rock, AR
Financial advisors may run their own firm or they might be part of a larger office or bank.
03/02/2022: Paramus, NJ
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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