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Financial Services Professional
2 months ago
We are seeking a highly motivated and detail-oriented Financial Services Professional to join our team at NYL - Melville Office. As a Financial Planner, you will play a critical role in helping our clients achieve their financial goals and objectives.
Key Responsibilities- Client Relationship Management: Develop and maintain strong relationships with clients, understanding their financial needs and goals, and providing tailored financial plans to suit their circumstances.
- Financial Planning and Analysis: Gather and assess client financial information to determine factors such as financial status, cash flow, and monetary expectations, and provide strategic recommendations for products, plans, and investments.
- Business Development: Identify and secure new clients, and provide exceptional service to existing clients to build trust and loyalty.
- Financial Product Knowledge: Stay up-to-date on financial products, services, and industry trends, and provide expert advice to clients on investment options and wealth management strategies.
- Education: Bachelor's degree in business administration, finance, or a related field.
- Professional Certifications: Valid FINRA Series 7 & 63/66 license is a plus.
- Technical Skills: Proficiency in Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs.
- Soft Skills: Excellent communication and math skills, with a proven track record of building strong client relationships.
