Financial Services-Sales
2 weeks ago
$75,000 at plan yearly
Responsibilities:- 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
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
- A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.
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