About this role
Associate Financial Advisor at NYL - Boston. Location: Westborough, Massachusetts, United States. Role: Customizing plans, Mentoring teammates, Advising clients Requirements: Entry-level financial advisor role requiring strong communication, math, and analytical skills; bachelor's in related field preferred; FINRA licenses beneficial. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Office, Excel, CRM, financial planning software, Google Suite Certifications: finra series 7, finra series 63, finra series 66 Commitment: Full Time Workplace: Onsite Languages: English