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Personal Financial Planner

2 months ago

Melville, United States NYL - Melville Full time
Description

Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today

Responsibilities

•Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management
•Embrace the role of a structured yet coachable team player open to continued education and training from other team members
•Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
•Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
•Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations

Qualifications

•Must have the ability to successfully network and prospect for new clients
•Must live in or near Long Island, Brooklyn, or Queens
•Up-to-date FINRA Series 7 & 63/66 documents are a bonus
•Requires a Bachelor's degree in business administration, finance, or other related field
•Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
•Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
•Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients