Personal Financial Planner
1 month ago
$80,000 at plan yearly
Responsibilities:- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Serve as a collaborative team player willing to further development through continued training opportunities
- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
- Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
- Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
- Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
- A required Bachelor’s degree in business administration, finance, or similarly related field
- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
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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