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Personal Financial Planner

2 months ago

Gilbert, United States New York Life Full time
Description

We are seeking an experienced financial advisor 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

What we're looking for...

•We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses
•This is not just a sales job-it's a career with purpose and opportunity
•You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college
•As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients
•Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
•Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
•Design customized financial plans suitable for each client based on potential life changes and changing financial needs
•Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
•Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects

Qualifications

•Competitive
•Enterprising
•Coachable
•Communicative
•Self-disciplined
•Authentic
•Winning Attitude
•Superior customer service skills, math skills, relationship skills, and communication skills are preferred
•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
•Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
•Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential