Financial Services Professional

1 week ago


Minot, North Dakota, United States New York Life Full time
Financial Advisor Role

We are seeking a skilled and driven Financial Advisor to join our team at New York Life. As a key member of our team, you will play a crucial role in helping clients achieve their financial goals through strategic planning and advice.

Key Responsibilities
  • Support clients in achieving their financial objectives through tailored product and investment recommendations.
  • Identify and secure new clients to provide trusted financial guidance for critical decisions.
  • Collaborate with clients to create comprehensive financial profiles, enabling informed financial advice based on individual circumstances.
  • Develop customized financial plans for each client, taking into account professional, life stage, and evolving financial needs.
  • Embody a coachable and organized team member, committed to pursuing training and development opportunities.
Qualifications
  • Exceptional math, communication, and relationship skills to deliver outstanding customer service.
  • Bachelor's degree in finance, business administration, or a related analytical field.
  • Valid FINRA Series 7 & 63/66 certification preferred but not required.
  • Working knowledge of financial products, the financial industry, and personal financial advisor roles.
  • Experience with Microsoft Office, Excel, CRM systems, financial planning software, and other related business tools.


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