and financial products is necessary Basic knowledge of computer programs including Microsoft Office, financial planning software...
Seeking an Entry-Level Wealth Advisor to join our Melville, NY team, embarking on a journey to excel in wealth... Office and other financial systems Competitive College Degree Life and health, SIE, Series 6 or 7 preferred...
7 & 63/66 documents are a bonus • Experience working with Microsoft Office, Excel, CRM systems, financial planning... to successfully network and prospect for new clients • Must live in or near Long Island, Brooklyn, or Queens About Company: About NYL...