Wizehire · 4 hours ago
Financial Professional
Uniondale, NY
Full-time
Onsite
New Grad, Entry Level
$75K/yr - $100K/yrNew York Life is a leading company in the financial services industry, seeking a Financial Professional to drive positive impact in the lives of families. This role involves providing peace of mind to clients by helping them navigate complex financial decisions and offering customized financial plans.
Human ResourcesInternetRecruiting
Responsibilities
Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
Serve as a collaborative team player willing to further development through continued training opportunities
Qualification
Required
Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
Preferred
Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
Benefits
Subsidize it in your first two full-time contract years
Sales incentives
Professional-development trips for our top-performing insurance agents
Company
Wizehire
WizeHire, the most user-friendly, effective hiring solution for small businesses.
Founded in 2014
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$37.5MKey Investors
Tiger Global Management
2022-05-10Series B· $30M
2021-02-09Series A· $7.5M
Leadership Team
Sid Upadhyay
Co-founder & CEO
Nick Carneiro
Chief Technology Officer
Recent News
Small Business Trends
2025-06-09
Small Business Trends
2025-06-07
Company data provided by crunchbase