Financial Services Professional

6 days ago


Frisco, Texas, United States New York Life Insurance Company Full time
Join Our Team as a Financial Advisor

We are seeking a highly skilled and motivated Financial Advisor to join our team at New York Life Insurance Company. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.

About the Role

The ideal candidate will have a strong understanding of financial planning and wealth management principles, as well as excellent communication and interpersonal skills. You will be responsible for developing and implementing customized financial plans for our clients, as well as providing ongoing support and guidance to help them achieve their financial objectives.

Key Responsibilities
  • Determine cash flow, income to debt ratio, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives
  • Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
  • Embrace the role of a coachable team player open to continued education and training from other team members
  • Create customized financial plans for each client based on life stage, professional circumstances, and financial needs
  • Understand the economic markets and use resources to leverage your expertise
  • Be there in times of need when clients need us most
What We Offer
  • Competitive salary: $60,000.00 - $130,000.00 per year
  • Comprehensive benefits package, including 401(k), dental insurance, employee discount, flexible schedule, flexible spending account, health insurance, health savings account, life insurance, paid time off, professional development assistance, referral program, retirement plan, and vision insurance
  • Opportunities for career growth and professional development
Requirements
  • FINRA Series 7/6, SIE, and 63/66 preferred but not required
  • A basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, CRM systems, and related programs is needed
  • Excellent communication skills, relationship building, and math skills to establish a strong foundation of customer service for all clients
  • Bachelor's degree in business administration, finance, or similarly related field desired but not required

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and results-driven individual who is passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.



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