Financial Advisory Specialist

2 weeks ago


Ann Arbor, Michigan, United States New York Life (Mid Michigan) Full time
Job Overview

Are you skilled in active listening and adept at crafting effective, data-driven strategies? We are on the lookout for a financially savvy individual eager to embark on a career in the financial services sector. Our ideal entry-level financial advisor candidate possesses a strong desire to cultivate lasting relationships and a keen interest in financial analytics, estate planning, business management, mutual funds, and beyond.

If you excel in communication and have a meticulous eye for detail, we encourage you to consider this opportunity.

Compensation:

$80,000 at plan annually

Key Responsibilities:
  • Deliver strategic insights regarding products, plans, investments, and other avenues to assist clients in reaching their financial aspirations.
  • Act as a cooperative team member committed to personal growth through ongoing training initiatives.
  • Identify, engage, and establish robust relationships with prospective clients, serving as their trusted financial consultant.
  • Assess cash flow, income, financial standing, financial ambitions, monetary assets, and all other financial aspects related to wealth management to aid clients in defining and achieving their financial goals.
  • Tailor financial plans to accommodate clients' life stages, professional situations, and evolving financial requirements.
Qualifications:
  • While not mandatory, possessing a valid FINRA Series 7 & 63/66 license is advantageous.
  • Exceptional mathematical, communication, and interpersonal skills to ensure outstanding customer service for both existing and new clients.
  • Familiarity with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other relevant business or financial management tools is preferred.
  • A Bachelor's degree in business administration, finance, or a closely related field is required.
  • A solid understanding of financial products, the financial sector, personal financial advisory roles, or financial planner responsibilities is essential.
About New York Life (Mid Michigan)

We are a prominent provider of life insurance, retirement planning, and investment solutions across the United States. Renowned for our financial stability and personalized service, New York Life is committed to assisting clients in achieving their financial objectives and securing their futures.



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