Financial Advisor

7 days ago

Farmington, 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 detail. If this sounds like you, apply today

Responsibilities

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
•Customize financial plans for each client based on potential life changes and changing financial needs
•Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
•Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
•Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
•Gather each client's financial information to determine financial status, cash flow, financial goals, and financial expectations

Qualifications

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
•Bachelor's degree in business administration, finance, or related field is required
•Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
•Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
•Superior customer service skills, math skills, relationship skills, and communication skills are preferred
•Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary

  • Lead Financial Advisor

    6 days ago

    Farmington Hills, Michigan, United States Financial Architects, Inc. Full time

    Are you reaching your full potential as a financial advisor? Are you stuck working right now at a "cubicle farm where nobody knows your name?" Are you tired of these objections: "What fees do you charge?" "What is your commission?" "Are you cheaper than anybody else?" At Financial Architects, we offer a fresh approach based on high-level macro planning and...

  • Lead Financial Advisor

    1 month ago

    Farmington Hills, United States Financial Architects, Inc. Full time

    Are you reaching your full potential as a financial advisor? Are you stuck working right now at a "cubicle farm where nobody knows your name?" Are you tired of these objections: “What fees do you charge?” “What is your commission?” “Are you cheaper than anybody else?” At Financial Architects, we offer a fresh approach based on high-level macro...

  • Lead Financial Advisor

    3 weeks ago

    Farmington Hills, United States Financial Architects, Inc. Full time

    Are you reaching your full potential as a financial advisor? Are you stuck working right now at a "cubicle farm where nobody knows your name?" Are you tired of these objections: “What fees do you charge?” “What is your commission?” “Are you cheaper than anybody else?” At Financial Architects, we offer a fresh approach based on high-level macro...

  • Financial Advisor

    1 month ago

    Farmington, 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

    3 weeks ago

    Farmington, 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...

  • Junior Advisor

    2 months ago

    Farmington, United States WMGNA,LLC Full time

    WMGNA, LLC, a top 20 Hartford County Registered Investment Advisory firm, employs a unique method of subscription based financial planning and builds relationships of trust and collaboration with our clients. We believe in our formula and have a nearly 30-year history of providing sound, caring financial advice to families and businesses. As our business and...

  • Junior Advisor

    3 weeks ago

    Farmington, United States WMGNA,LLC Full time

    WMGNA, LLC, a top 20 Hartford County Registered Investment Advisory firm, employs a unique method of subscription based financial planning and builds relationships of trust and collaboration with our clients. We believe in our formula and have a nearly 30-year history of providing sound, caring financial advice to families and businesses. As our business and...

  • Junior Advisor

    2 months ago

    Farmington, United States WMGNA,LLC Full time

    WMGNA, LLC, a top 20 Hartford County Registered Investment Advisory firm, employs a unique method of subscription based financial planning and builds relationships of trust and collaboration with our clients. We believe in our formula and have a nearly 30-year history of providing sound, caring financial advice to families and businesses. As our business and...

  • Junior Advisor

    3 weeks ago

    Farmington, United States WMGNA,LLC Full time

    WMGNA, LLC, a top 20 Hartford County Registered Investment Advisory firm, employs a unique method of subscription based financial planning and builds relationships of trust and collaboration with our clients. We believe in our formula and have a nearly 30-year history of providing sound, caring financial advice to families and businesses. As our business and...

  • Financial Advisor

    2 months ago

    Farmington Hills, United States Carson Wealth Full time

    Job DescriptionJob DescriptionWho we are:Welcome to Carson Wealth. Where integrity meets expertise in the world of wealth management. We are currently seeking a dedicated and passionate Financial Advisor to join our team in our Farmington Hills, MI office. At Carson Wealth, our core values shape everything we do. We believe in doing the right thing, always....

  • Financial Advisor

    2 months ago

    Farmington Hills, United States Carson Wealth Full time

    Job DescriptionJob DescriptionWho we are:Welcome to Carson Wealth. Where integrity meets expertise in the world of wealth management. We are currently seeking a dedicated and passionate Financial Advisor to join our team in our Farmington Hills, MI office. At Carson Wealth, our core values shape everything we do. We believe in doing the right thing, always....

  • Financial Advisor

    3 weeks ago

    Farmington Hills, United States Carson Wealth Full time

    Job DescriptionJob DescriptionWho we are:Welcome to Carson Wealth. Where integrity meets expertise in the world of wealth management. We are currently seeking a dedicated and passionate Financial Advisor to join our team in our Farmington Hills, MI office. At Carson Wealth, our core values shape everything we do. We believe in doing the right thing, always....

  • Financial Advisor

    3 weeks ago

    Farmington Hills, United States Carson Wealth Full time

    Job DescriptionJob DescriptionWho we are:Welcome to Carson Wealth. Where integrity meets expertise in the world of wealth management. We are currently seeking a dedicated and passionate Financial Advisor to join our team in our Farmington Hills, MI office. At Carson Wealth, our core values shape everything we do. We believe in doing the right thing, always....

  • Financial Consultant

    1 month ago

    Farmington, 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: •...

  • Financial Planner

    6 days ago

    Farmington, 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 Services Administrative Assistant

    7 days ago

    Farmington, United States Bannon & Company LLC Full time

    **Bannon & Company, LLC: A financial planning and investment firm** **Seeking Position of: Administrative Assistant/Office Manager** **Summary of responsibilities** This position is responsible for managing workflow through the office and ensuring that all tasks are completed in a timely manner. This position is also responsible for the administrative...

  • Life Insurance New Business Case Manager

    4 weeks ago

    Farmington, United States Financial Architects, Inc. Full time

    Job DescriptionJob DescriptionOur Life Insurance New Business Case Manager is an important role that contributes to the success of the organization by caring for our clients and advisors as well as supporting the rest of the team when needed. This person is responsible for ensuring that life, disability, & fixed annuity insurance applications go through the...

  • Life Insurance New Business Case Manager

    3 weeks ago

    Farmington, United States Financial Architects, Inc. Full time

    Job DescriptionJob DescriptionOur Life Insurance New Business Case Manager is an important role that contributes to the success of the organization by caring for our clients and advisors as well as supporting the rest of the team when needed. This person is responsible for ensuring that life, disability, & fixed annuity insurance applications go through the...

  • Customer Service Rep

    6 days ago

    Farmington, Missouri, United States First State Community Bank Full time

    Job DetailsJob Location Farmington, FSFM - Farmington, MO Position Type Full Time Job Category Finance DescriptionCustomer Service RepMake a Positive Impact Are you ready to launch your career in the world of investing and wealth management? First State Financial Management is looking for dynamic, highly organized and detail-oriented individual for a...

  • Customer Service Rep

    1 month ago

    Farmington, United States First State Community Bank Full time

    Job DetailsJob Location Farmington, FSFM - Farmington, MO Position Type Full Time Job Category Finance DescriptionCustomer Service RepMake a Positive Impact Are you ready to launch your career in the world of investing and wealth management? First State Financial Management is looking for dynamic, highly organized and detail-oriented individual for a...