Associate Financial Planner

4 weeks ago

Santa Fe, 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:
  • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
  • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
  • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Create customized financial plans suitable for each client based on potential life changes and changing financial needs
  • Gather each client’s financial information to determine financial status, cash flow, financial goals, 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:
  • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
  • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
  • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
  • 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

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.

  • Associate Financial Planner

    4 weeks ago

    Santa Fe, 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!...

  • Associate Financial Planner

    4 weeks ago

    Santa Fe, 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...

  • Associate Financial Planner

    3 weeks ago

    Santa Fe, 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 Planner

    3 weeks ago

    Santa Fe, United States New York Life Full time

    Description Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a...

  • Personal Financial Planner

    3 weeks ago

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

    Job DescriptionJob DescriptionOur firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If...

  • Personal Financial Planner

    2 weeks ago

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

    Job DescriptionJob DescriptionOur firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If...

  • Personal Financial Planner

    1 week ago

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

    Job DescriptionJob DescriptionOur firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If...

  • Financial Planner

    3 weeks ago

    Santa Monica, United States Northwestern Mutual Santa Monica Full time

    Description Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest...

  • Financial Planner

    4 weeks ago

    Santa Monica, United States Northwestern Mutual Santa Monica Full time

    Description Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest...

  • Financial Planner

    1 week ago

    Santa Monica, United States Northwestern Mutual Santa Monica Full time

    Description Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest...

  • Financial Planner

    3 days ago

    Santa Monica, United States Northwestern Mutual Santa Monica Full time

    $70,000 - $170,000 yearly **Responsibilities**: - 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 - Consider clients’ life stage, professional circumstances, and...

  • Financial Planner

    4 weeks ago

    Santa Monica, United States Northwestern Mutual Santa Monica Full time

    Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial...

  • Financial Advisor

    4 weeks ago

    Santa Clara, United States Priority Financial Group Full time

    Role: Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through the sale of Investment, Insurance, and Estate Planning products and services....

  • Financial Advisor

    2 months ago

    Santa Clara, United States Priority Financial Group Full time

    Job DescriptionJob DescriptionRole:Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through the sale of Investment, Insurance, and Estate Planning...

  • Associate Planner

    2 weeks ago

    Santa Clarita, United States City of Santa Clarita California Full time

    This position manages and oversees complex planning projects pertaining to the Citys General Plan, Housing Element, Specific Plans, Master Plans, and Zoning Code. This position works independently to conduct studies, perform analyses, and make recom Planner, Associate, Skills, Development, Business Services, Planning, Environmental

  • Administrative Assistant

    1 week ago

    Rancho Santa Fe, United States Lincoln Financial Advisors Full time

    **Job Title**:Financial Planner Administrative Assistant** **Status: Full Time in North San Diego, CA; Non-Exempt** **Pay Range: $58 - 67K annual salary, depending on experience** **Relevant Work Experience: 2+ years office administrative and client service experience** **Job Category: Administrative and Support Services** **About us -** We are located...

  • Financial Planning Associate

    1 week ago

    Santa Barbara, United States West Coast Financial Full time

    Instead of wax poetic about the specific job duties of this role, we’re sharing qualities that every one of our Associates embodies. If you’re reading this and thinking to yourself, “Yes, this is me!” - make sure you apply. You might be exactly who we’re looking for!_ You have an insatiable natural curiosity and an analytical mind. You want to...

  • Financial Planning Associate

    3 weeks ago

    Santa Barbara, United States West Coast Financial Full time

    Instead of wax poetic about the specific job duties of this role, we’re sharing qualities that every one of our Associates embodies. If you’re reading this and thinking to yourself, “Yes, this is me!” – make sure you apply. You might be exactly who we’re looking for! You have an insatiable natural curiosity and an analytical mind. You want to...

  • Financial Planning Associate

    1 week ago

    Santa Barbara, United States West Coast Financial Full time

    Instead of wax poetic about the specific job duties of this role, we’re sharing qualities that every one of our Associates embodies. If you’re reading this and thinking to yourself, “Yes, this is me!” – make sure you apply. You might be exactly who we’re looking for! You have an insatiable natural curiosity and an analytical mind. You want to...

  • Maintenance Planner

    1 week ago

    Santa Fe Springs, United States Rich Products Full time

    Job DescriptionJob DescriptionRich’s, also known as Rich Products Corporation, is a family-owned food company dedicated to inspiring possibilities. From cakes and icings to pizza, appetizers and specialty toppings, our products are used in homes, restaurants and bakeries around the world. Beyond great food, our customers also gain insights to help them...