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Financial Advisor

1 month ago

McHenry, Illinois, United States New York Life Full time
Financial Advisor Opportunity

We are seeking a highly motivated and detail-oriented Financial Advisor to join our team at New York Life. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals through strategic product, plan, and investment recommendations.

Key Responsibilities:
  • Support clients' progress toward their financial goals through customized financial plans and recommendations
  • Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
Qualifications:
  • A Bachelor's degree in finance, business administration, or alternate related analytical field is required
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
  • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred