Financial Advisor
3 weeks ago
$65,000+ at plan yearly
Responsibilities:- Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
- Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
- Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
- Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
- Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
- Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
- Requires a Bachelor’s degree in finance, business administration, or related field
- Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
- Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States, and is ranked #71 on the 2019 Fortune 500 list of the largest United States corporations by total revenue.
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
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