Personal Financial Planner

2 months ago


Kennedy Space Center, United States New York Life Full time
Description

Our 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 this sounds like a fit for your expertise, start your application today

Responsibilities

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

Qualifications

•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
•CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
•Requires a Bachelor's degree in finance, business administration, or related field
•Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
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