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Financial Planning Consultant

2 months ago

Ann Arbor, Michigan, United States New York Life Full time


Are you skilled in active listening and adept at crafting effective, data-driven financial strategies? We are on the lookout for a financially savvy individual eager to embark on a career in the financial services sector. Our ideal entry-level financial advisor candidate is passionate about building enduring client relationships and possesses a keen interest in financial analytics, estate planning, business management, mutual funds, and more.

If you excel in communication and have a meticulous eye for detail, we encourage you to explore this opportunity.

Key Responsibilities

  • Offer strategic insights regarding products, plans, investments, and various methods to assist clients in reaching their financial aspirations.
  • Act as a cooperative team member, committed to personal growth through ongoing training and development opportunities.
  • Identify, cultivate, and maintain strong relationships with new clients, establishing yourself as their trusted financial advisor.
  • Analyze cash flow, income, financial standing, financial objectives, monetary assets, and all other aspects related to wealth management to aid clients in defining and achieving their financial goals.
  • Take into account clients' life stages, professional situations, and evolving financial needs when formulating customized financial plans.

Qualifications

  • While not mandatory, possessing a valid FINRA Series 7 & 63/66 license is advantageous.
  • Outstanding mathematical, communication, and interpersonal skills to ensure excellent customer service for both existing and prospective clients.
  • Familiarity with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other relevant business or financial management tools is preferred.
  • A Bachelor's degree in business administration, finance, or a closely related field is required.
  • A solid understanding of financial products, the financial sector, personal financial advisory roles, or financial planner responsibilities is essential.