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Wealth Management Consultant

2 months ago

Fargo, North Dakota, United States NYL - North Dakota General Office Full time
Job Overview

At NYL - North Dakota General Office, our commitment is to deliver financial stability and assurance through our diverse range of insurance, annuity, and investment offerings. We prioritize integrity and compassion in every interaction with our clients, partners, and colleagues. With a foundation of confidence and humility, we act as responsible guardians for the future, ensuring we are always present for our clients when they need us the most.

Are you a motivated self-starter with strong ethical values who is eager to positively impact the lives of others? We are seeking a financial service professional to expand our team, capable of presenting our extensive array of financial products and services to clients aiming to build robust financial foundations and reach their financial aspirations.

Compensation:

Projected earnings of $105,000 at plan commission annually

Key Responsibilities:
  • Conduct research and offer financial guidance and strategies through educational sessions or seminars tailored to client risk tolerance and financial goals
  • Utilize marketing and social media platforms to identify, engage, and secure new clients who would benefit from expert financial services
  • Deliver financial recommendations for savings plans, life insurance, mutual fund investments, and other financial products
  • Develop personalized financial plans utilizing our products and services based on each client's unique life and financial circumstances
  • Employ a CRM system to organize each client's financial situation, objectives, cash flow, and expectations for their tailored financial plan
Qualifications:
  • Demonstrated integrity and the ability to articulate complex concepts clearly
  • Proven ability to network and prospect for new clients effectively
  • Strong relationship management skills and/or relevant experience required
About NYL - North Dakota General Office

Our financial professionals are dedicated to assisting clients in safeguarding their income, preserving wealth, and establishing financial legacies. Many of our most accomplished financial advisors come from backgrounds such as education and healthcare, embodying a natural inclination to nurture and support others.

We Provide:

  • Retirement Plan
  • 401(k) Savings Plan
  • Health Coverage
  • Income Protection
  • Training Opportunities
  • License Reimbursement
  • Flexible Work Arrangement