Financial Advisor

2 weeks ago

Gilbert, 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 we're looking for...

•We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses
•This is not just a sales job-it's a career with purpose and opportunity
•You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college
•As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients
•Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
•Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
•Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
•Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
•Design customized financial plans suitable for each client based on potential life changes and changing financial needs

Qualifications

•Competitive
•Enterprising
•Coachable
•Communicative
•Self-disciplined
•Authentic
•Winning Attitude
•Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
•Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
•Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
•Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
•A Bachelor's degree in business administration, finance, or a related field is required

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