New Accounts Representative jobs in North Dakota

Our firm is rapidly expanding and we are currently looking for a new Financial Advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

$75,000 at plan yearly

• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Serve as a collaborative team player willing to further development through continued training opportunities

• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
• Requires a Bachelor’s degree in business administration, finance, or other related field
• 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
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred

When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.