About this role
Financial Advisor at New York Life Iowa General Office. Location: Des Moines, Iowa, United States. Role: develop plans, educate clients, network prospects Requirements: Entry-level financial advisor; Iowa resident; strong communication and sales skills; bachelor’s in business or finance; proficient in Microsoft Office, CRM, and financial planning tools; FINRA Series 7/63/66 license a plus. Category: Sales Seniority: Entry Level Tools: CRM, Microsoft Office, Excel, Google Workspace, Financial planning software Certifications: finra series 7, finra series 63, finra series 66 Commitment: Full Time Workplace: Onsite Languages: English