Financial Planning Specialist

2 weeks ago


Kennedy Space Center, United States New York Life Full time
Financial Sales Advisor

We are seeking a seasoned financial professional to collaborate with our clients in crafting and implementing tailored strategies to achieve their financial objectives. The ideal candidate will possess a Bachelor's degree in business or finance, a proven track record of establishing successful and long-term advising relationships, and exceptional communication skills.

Key Responsibilities
  • Develop and present financial recommendations and strategies that align with client risk tolerance and financial objectives.
  • Assist clients in implementing financial recommendations, including life insurance, mutual funds, savings plans, and other financial products.
  • Provide exceptional customer service to existing clients, tracking and monitoring communications in the client file, including strategies and financial advice given.
  • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects.
  • Gather each client's financial information to determine financial status, cash flow, financial goals, and financial expectations.
Requirements
  • Current professional license, such as CPA or CFP, and FINRA Series 7 and 66, is required.
  • A Bachelor's degree in business administration, finance, or a related field is required.
  • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is essential.
  • Computer proficiency, including MS Office, Google Suite, CRM systems, and financial planning software, is vital.
  • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential.


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