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Personal Financial Planner

3 months ago

Ann Arbor, United States New York Life Full time
Description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today

Responsibilities

•Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
•Serve as a collaborative team player willing to further development through continued training opportunities
•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
•Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs

Qualifications

•Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
•Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
•Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
•A required Bachelor's degree in business administration, finance, or similarly related field
•Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential