Associate Financial Planner

4 weeks ago


Bismarck, United States NYL - North Dakota General Office Full time
Job DescriptionJob Description

We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now

Compensation:

$105,000 at Plan Commission

Responsibilities:
  • Customize financial plans for each client based on potential life changes and changing financial needs
  • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
  • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
  • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations

What we’re looking for...

We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients.

Qualifications:
  • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
  • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
  • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
  • To have the ability to build personal relationships with clients and help them reach their financial goals.
About Company

NYL - North Dakota General Office's financial professionals are passionate about helping clients protect their income, preserve wealth, and create financial legacies. In fact, many of our most successful financial professionals are former teachers, nurses, and other natural-born nurturers.

We Offer:

  • Retirement Plan
  • 401(k) Savings Plan
  • Health Coverage
  • Income Protection
  • Training
  • License reimbursement
  • Hybrid Position

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