Financial Planning Consultant
1 week ago
We are looking for a motivated and strategic Financial Consultant to take on an entry-level role that presents opportunities for advancement and a positive career trajectory. The ideal candidate will be passionate about assisting clients in recognizing and fulfilling their financial aspirations through a range of advisory services.
Compensation:Average earnings range from $79,000 to $125,000+
Key Responsibilities:- Identify and secure new clients, acting as a trusted advisor for essential financial decisions.
- Develop tailored financial strategies for each client, considering their life stage, professional situation, and evolving financial requirements.
- Guide clients towards their financial objectives through informed product, plan, and investment suggestions.
- Collaborate effectively within a team environment, eager to enhance skills through ongoing training.
- Engage directly with clients to create comprehensive financial profiles, enabling the provision of sound financial guidance based on individual circumstances, income, goals, and other wealth management factors.
- Fundamental understanding of financial products and the financial sector, along with experience in personal financial advising or planning roles.
- Strong mathematical, communication, and interpersonal skills to ensure exceptional service for both existing and prospective clients.
- A Bachelor's degree in business administration, finance, or a related field is required.
- Preferred qualifications include a valid FINRA Series 7 & 63/66.
- Proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other relevant tools is highly desirable.
New York Life is a Fortune 100 organization with a rich legacy of service. For over 175 years, we have been dedicated to helping families secure their futures and achieve their financial objectives. As a mutual company, our commitment lies solely with our policyholders, ensuring a focus on long-term client success. We are continuously innovating to enhance the value we provide to our clients.
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