About this role
Entry-Level Financial Advisor at New York Life - Kansas City. Location: Kansas City, Missouri, United States. Role: customize plans, build relationships, advise clients Requirements: Entry-level financial advisor role requiring self-motivation, communication skills, and basic financial knowledge; FINRA licenses a plus; bachelor’s in finance or related field; proficient with MS Office/CRM. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Office, Google Workspace, CRM, Financial planning software Certifications: finra series 7, finra series 63/66 Commitment: Full Time Workplace: Onsite Languages: English