Financial Services Professional

3 days ago


Frisco, Texas, United States New York Life Insurance Company Full time
Financial Advisor Job Description

We are seeking a 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.

Key Responsibilities:
  • Determine clients' financial situations, goals, and objectives to develop personalized financial plans.
  • Provide strategic product, plan, and investment recommendations to support clients' progress toward their financial goals.
  • Serve as a trusted advisor for new clients, identifying and establishing prospects through proactive measures.
  • Embrace a coachable team player mindset, 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.
  • Stay up-to-date on economic markets and leverage expertise to provide valuable insights to clients.
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 as interest in the financial industry and financial products.
  • Basic knowledge of computer programs, including Microsoft Office, financial planning software, CRM systems, and related programs.
  • Excellent communication skills, relationship building, and math skills to establish a strong foundation of customer service for all clients.
Benefits:
  • 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
  • Vision insurance

Job Type: Full-time

Salary: $60,000.00 - $130,000.00 per year



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