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Financial Professional

2 months ago

Roseville, 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

•Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
•Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
•Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
•Be a coachable, organized team member interested in pursuing training development and educational opportunities
•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

•Requires a Bachelor's degree in business administration, finance, or other related field
•Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
•Valid FINRA Series 7 & 63/66 preferred but not required
•Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
•Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients