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Financial Planning Associate

2 months ago

Bismarck, North Dakota, United States NYL - North Dakota General Office Full time
Position Overview

We are looking for a knowledgeable financial planning associate to support our clients in crafting and executing tailored strategies that align with their financial aspirations. The ideal candidate will possess a Bachelor's degree in finance or a related field, a solid history of fostering enduring advisory relationships, and exceptional communication abilities.

Compensation:

$105,000 at Plan Commission

Key Responsibilities:
  • Develop personalized financial strategies for clients, taking into account potential life transitions and evolving financial circumstances.
  • Deliver outstanding service to current clients; maintain detailed records of interactions, including strategies and financial guidance provided.
  • Assist clients in executing financial recommendations, including life insurance, savings vehicles, mutual funds, and various financial instruments.
  • Conduct research and offer financial insights and strategies that align with clients' risk tolerance and financial goals.
  • Collect and analyze clients' financial data to assess their financial position, cash flow, objectives, and expectations.

Ideal Candidate Profile:

We seek individuals who aspire to make a significant difference in the financial health of individuals, families, and small enterprises. This role transcends mere sales; it is a meaningful career filled with opportunities. You will provide reassurance to clients as they navigate complex financial challenges, such as retirement planning and education savings. As a financial advisor, you will witness the long-term benefits of your contributions.

Qualifications:
  • In-depth understanding of the financial sector, financial products, industry best practices, and tax regulations is essential.
  • Strong mathematical, interpersonal, communication, and customer service skills are vital.
  • Familiarity with software tools including MS Office, Google Suite, CRM platforms, and financial planning applications is preferred.
  • Ability to cultivate personal relationships with clients and assist them in achieving their financial objectives.
About NYL - North Dakota General Office

At NYL - North Dakota General Office, our financial professionals are dedicated to helping clients safeguard their income, build wealth, and establish financial legacies. Many of our most accomplished financial advisors come from backgrounds in education, healthcare, and other nurturing professions.

We Provide:

  • Retirement Planning
  • 401(k) Savings Options
  • Health Insurance
  • Income Protection Plans
  • Comprehensive Training
  • License Reimbursement
  • Flexible Work Arrangements