Personal Financial Planner

2 weeks ago

Albuquerque, United States New York Life - Albuquerque Region Full time
Job DescriptionJob DescriptionWe 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 nowCompensation:

$70,000 yearly + At Plan Earnings

Responsibilities:
  • Design customized financial plans suitable for each client based on potential life changes and changing financial needs
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
  • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
  • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
  • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations

What is expected of our Agents?

  • Ability to understand the needs and financial concerns of clients
  • Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter
  • Promote customized ways for clients to achieve their long-term financial goals
  • Cultivating relationships, with a view to helping every family member or individual pursue financial security
  • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
  • Providing compassion and guidance to clients when unfortunate life circumstances arise
  • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time
Qualifications:
  • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
  • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
  • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
  • Bachelor’s degree in business administration, finance, or related field is required
  • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred

Desired Skills and Experience

  • 4-year College Degree (Recommended)
  • Candidate must be an accomplished communicator with strong verbal and written skills
  • Prior sales and/or business experience preferred
  • Business Mindset
  • Strong desire to help others It is also a plus if you have strong interpersonal management skills, are a self-starter, and are capable of working individually as well as in a team environment
  • Purpose-driven goals
About Company

New York Life’s 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.

  • Personal Financial Planner

    2 weeks ago

    Albuquerque, United States New York Life Full time

    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!...

  • Personal Financial Planner

    2 weeks ago

    Albuquerque, United States New York Life Full time

    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...

  • Personal Financial Planner

    1 week ago

    Albuquerque, United States New York Life Full time

    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! Responsibilities: •...

  • Personal Financial Counselor- Albuquerque, NM

    2 weeks ago

    Albuquerque, United States Magellan Health Full time

    This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not...

  • Financial Planning Consultant

    2 days ago

    Albuquerque, United States New York Life Full time

    Description Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for...

  • Financial Planning Consultant

    5 days ago

    Albuquerque, United States New York Life Full time

    Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this...

  • Financial Planning Consultant

    1 week ago

    Albuquerque, United States New York Life - Albuquerque Region Full time

    Job DescriptionJob DescriptionAre you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a...

  • Financial Planning Consultant

    23 hours ago

    Albuquerque, United States New York Life - Albuquerque Region Full time

    Job DescriptionJob DescriptionAre you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a...

  • Financial Advisor

    4 days ago

    Albuquerque, New Mexico, United States Corebridge Financial Full time

    Job DescriptionWe're passionate about excellence. Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions....

  • Financial Advisor

    4 weeks ago

    Albuquerque, United States Ethos Financial Partners Full time

    Ethos Financial PartnersA private wealth advisory practice of Ameriprise Financial Services, LLCOur FirmEthos Financial Partners is a private wealth advisory practice of Ameriprise Financial Services, Inc. We are in the top ranked Franchises at Ameriprise and are a thriving and growing team practice.We are seeking an experienced candidate in our Albuquerque,...

  • Financial Advisor

    2 weeks ago

    Albuquerque, United States Ethos Financial Partners Full time

    Ethos Financial PartnersA private wealth advisory practice of Ameriprise Financial Services, LLCOur FirmEthos Financial Partners is a private wealth advisory practice of Ameriprise Financial Services, Inc. We are in the top ranked Franchises at Ameriprise and are a thriving and growing team practice.We are seeking an experienced candidate in our Albuquerque,...

  • Financial Advisor

    3 weeks ago

    Albuquerque, United States Ethos Financial Partners Full time

    Ethos Financial Partners A private wealth advisory practice of Ameriprise Financial Services, LLC Our Firm Ethos Financial Partners is a private wealth advisory practice of Ameriprise Financial Services, Inc. We are in the top ranked Franchises at Ameriprise and are a thriving and growing team practice. We are seeking an experienced candidate in our...

  • Financial Advisor

    4 weeks ago

    Albuquerque, United States Ethos Financial Partners Full time

    Job DescriptionJob DescriptionEthos Financial PartnersA private wealth advisory practice of Ameriprise Financial Services, LLCOur FirmEthos Financial Partners is a private wealth advisory practice of Ameriprise Financial Services, Inc. We are in the top ranked Franchises at Ameriprise and are a thriving and growing team practice.We are seeking an experienced...

  • Personal Banker I

    5 days ago

    Albuquerque, United States BOK Financial Full time

    Req ID: 74816 Location: Albuquerque -ALBQ, Tulsa -TUL Areas of Interest: Consumer Banking; Consumer Banker Pay Transparency Salary Range: Not Available Application Deadline: 05/31/2024 BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in...

  • Personal Banker I

    6 days ago

    Albuquerque, United States BOK Financial Full time

    Req ID: 74818 Location: Albuquerque -ALBQ, Tulsa -TUL Areas of Interest: Consumer Banking; Consumer Banker Pay Transparency Salary Range: Not Available Application Deadline: 05/31/2024 BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in...

  • Senior Strategic Planner

    6 days ago

    Albuquerque, United States KBR Full time

    Senior Strategic Planner - JNWC page is loaded Senior Strategic Planner - JNWC Apply locations Albuquerque, New Mexico time type Full time posted on Posted 3 Days Ago job requisition id R2066560 Title: Senior Strategic Planner - JNWC KBR is seeking a Senior Strategic Planner to join our team in Albuquerque, NM; You will provide advice and support to Joint...

  • Engineering Material Planner

    24 hours ago

    Albuquerque, United States The AEgis Technologies Group Inc Full time

    Responsibilities: JOB DESCRIPTION Summary and Objective The Engineering Material Planner plays an integral role as the primary liaison between Supply Chain and the Program Engineering team. This person will create and execute Material Product Strategies and the Material Product Plans to ensure the flawless execution of products and programs from the front...

  • Personal Banker

    3 days ago

    Albuquerque, United States Nusenda Full time

    Nusenda Credit Union is dedicated to excellent member service, care for our community, and being a great place to work. We work to make a positive difference in the lives of the people we serve and help them achieve their financial goals. Diversity, equity, and inclusion are part of our culture and values. We invest in people and their careers. Our...

  • Personal Banker

    6 days ago

    Albuquerque, New Mexico, United States PNC Full time

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

  • Personal Banker

    2 weeks ago

    Albuquerque, United States Nusenda Full time

    Nusenda Credit Union is dedicated to excellent member service, care for our community, and being a great place to work. We work to make a positive difference in the lives of the people we serve and help them achieve their financial goals. Diversity, equity, and inclusion are part of our culture and values. We invest in people and their careers. Our...