Financial Advisor
2 weeks ago
$80,000 at plan yearly
Responsibilities:- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
- Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
- Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
- Requires a Bachelor’s degree in business administration, finance, or other related field
- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
- Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
- Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
We are a leading provider of life insurance, retirement planning, and investment solutions in the U.S. Known for its financial stability and personalized service, NYL is dedicated to helping clients achieve their financial goals and secure their futures.
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