Personal Financial Planner

2 weeks ago

Independence, United States New York Life Full time
Description

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today

Responsibilities

•Be a coachable, organized team member interested in pursuing training development and educational opportunities
•Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
•Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
•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 changing financial needs when developing tailored financial plans to suit their needs

Qualifications

•Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
•Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
•Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
•Requires a Bachelor's degree in business administration, finance, or other related field
•Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus

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