Junior Financial Consultant
4 weeks ago
Our organization is experiencing significant growth and is in search of a motivated Financial Advisor to fill an entry-level position. The ideal candidate will possess a strong desire to understand the financial services industry, which is essential for effective wealth management aimed at assisting clients in reaching their financial objectives.
Compensation:$75,000 at plan annually
Key Responsibilities:- Develop tailored financial strategies for each client, taking into account their life circumstances, professional situations, and varying financial requirements.
- Adopt the mindset of a structured yet adaptable team member, willing to engage in ongoing education and training from colleagues.
- Offer strategic insights regarding products, plans, investments, and other avenues to support clients in achieving their financial aspirations.
- Collaborate directly with clients to create comprehensive financial profiles that enable you to provide informed financial guidance based on their unique financial status, income, goals, and other wealth management factors.
- Identify and cultivate strong relationships with new clients by acting as their trusted financial advisor.
- A valid FINRA Series 7 & 63/66 license is advantageous, though not mandatory.
- Basic understanding of financial industry principles, products, and the role of a financial advisor is preferred.
- A Bachelor's degree in finance, business administration, or a related analytical field is required.
- Strong mathematical, communication, and interpersonal skills to ensure excellent customer service for both existing and prospective clients.
- Proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other relevant tools is highly desirable.
At New York Life, we prioritize career advancement, teamwork, innovation, and inclusivity. We strive for our employees to take pride in being part of a company dedicated to ethical practices. You will have the chance to enhance your career while growing personally and professionally through various resources and initiatives. New York Life values relationships and recognizes the importance of both virtual and in-person interactions in fostering our culture.
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