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Associate Financial Planner

2 months ago

Lansing, 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

•Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial 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
•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

Qualifications

•Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
•Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
•Valid FINRA Series 7 & 63/66 preferred but not required
•A required Bachelor's degree in business administration, finance, or similarly related field
•Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers