Personal Financial Planner

3 weeks ago

Santa Fe, 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

What is expected of our Agents?

•Ability to understand the needs and financial concerns of clients
•Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter
•Promote customized ways for clients to achieve their long-term financial goals
•Cultivating relationships, with a view to helping every family member or individual pursue financial security
•Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
•Providing compassion and guidance to clients when unfortunate life circumstances arise
•Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time
•Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
•Create customized financial plans suitable for each client based on potential life changes and changing financial needs
•Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
•Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
•Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations

Qualifications

Desired Skills and Experience

•4-year College Degree (Recommended)
•Candidate must be an accomplished communicator with strong verbal and written skills
•Prior sales and/or business experience preferred
•Business mindset
•Strong desire to help others It is also a plus if you have strong interpersonal management skills, are a self-starter, and are capable of working individually as well as in a team environment
•Purpose-driven goals
•Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
•Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
•Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
•CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
•Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed

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