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Investment Consultant

2 months ago

Chicago, Illinois, United States New York Life - Todd Couture Full time
Job Overview

We are looking for a knowledgeable Financial Advisor to guide our clients in crafting and executing financial strategies that align with their aspirations. The successful candidate will possess a Bachelor's degree in finance or business, a strong history of fostering enduring advisory relationships, and outstanding communication abilities.

Compensation:

$65,000+ at plan yearly

Key Responsibilities:
  • Deliver exceptional service to current clients; maintain detailed records of client interactions, including advice and strategies provided.
  • Continuously identify and engage potential clients, establishing trust-based relationships as their reliable advisor.
  • Support clients in the execution of financial recommendations, including life insurance, mutual funds, savings plans, and various financial products.
  • Conduct research to offer tailored financial advice and strategies that consider client risk tolerance and financial goals.
  • Gather and analyze each client's financial data to assess their financial status, objectives, cash flow, and expectations.
Qualifications:
  • Exceptional communication, mathematical, relational, and customer service skills are essential.
  • Familiarity with the financial sector, financial products, best practices, and tax regulations is preferred.
  • A Bachelor's degree in finance, business administration, or a related discipline is required.
  • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is advantageous.
  • Proficiency in software applications such as MS Office, Google Suite, CRM systems, and financial planning tools is crucial.
About New York Life - Todd Couture

New York Life Insurance Company stands as the third-largest life insurance provider in the United States and the largest mutual life insurance company in the nation. Our mission is to deliver financial security and peace of mind through our comprehensive insurance, annuity, and investment solutions. We prioritize integrity and humanity in all our dealings with policyholders, business partners, and each other. With a commitment to long-term stewardship, we aim to be a reliable presence for our policy owners when they need us most.