Financial Professional

2 months ago


Fort Lauderdale, United States New York Life Full time
Description

We are seeking an experienced Financial Professional to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now

Responsibilities

•Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
•Ensure exceptional customer service is provided 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
•Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
•Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products

Qualifications

•Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
•Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
•Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
•Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
•Requires a Bachelor's degree in finance, business administration, or related field

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