Current jobs related to Investment Consultant - McHenry, Illinois - New York Life - Todd Couture

  • Financial Services Specialist

    1 week ago

    McHenry, Illinois, United States New York Life Full time

    We are seeking a highly motivated and detail-oriented Financial Planning Consultant to join our team at New York Life. The ideal candidate will have a strong background in finance and be able to effectively communicate with clients to understand their financial goals and objectives.The Financial Planning Consultant will be responsible for creating customized...

  • Insurance Brokerage Specialist

    2 weeks ago

    McHenry, Illinois, United States Superior Insurance Partners LLC Full time

    Job OverviewSuperior Insurance Partners LLC is a rapidly growing insurance brokerage platform focused on providing commercial lines, personal lines, and employee benefit solutions to companies and individuals. We acquire and partner with leading independent insurance agencies primarily in the Midwest and Eastern US.Our mission is to improve the lives of our...

Investment Consultant

2 months ago

McHenry, Illinois, United States New York Life - Todd Couture Full time
Job Overview

Are you adept at listening and crafting effective, data-driven strategies? We are on the lookout for a financially savvy individual eager to enter the financial services sector. Our ideal entry-level financial advisor candidate is passionate about building enduring relationships and has a keen interest in financial analytics, estate planning, business management, mutual funds, and more.

If you possess excellent communication abilities and a meticulous eye for detail, we encourage you to consider this opportunity.

Compensation:

$81,500+ at plan annually

Key Responsibilities:
  • Be an adaptable, organized team player keen on pursuing training and educational growth.
  • Tailor financial strategies for each client based on their professional circumstances, life stages, and evolving financial requirements.
  • Offer strategic advice on products, plans, investments, and other avenues to assist clients in reaching their financial aspirations.
  • Establish, nurture, and secure robust relationships with new clients by acting as their trusted financial consultant.
  • Assess cash flow, income, financial standing, goals, assets, and all other financial aspects related to wealth management to aid clients in defining and achieving their financial objectives.
Qualifications:
  • A foundational understanding of the role of a financial advisor or consultant, along with an interest in the financial sector and its products, is essential.
  • While not mandatory, holding a valid FINRA Series 7 & 63/66 license is advantageous.
  • Exceptional mathematical, communication, and interpersonal skills to ensure excellent customer service for both existing and prospective clients.
  • A Bachelor's degree in business administration, finance, or a related field is required.
  • Proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other relevant tools is highly preferred.
About New York Life - Todd Couture

New York Life Insurance Company stands as the third-largest life insurance provider in the United States and the largest mutual life insurance company in the nation. Our mission is to deliver financial security and peace of mind through our insurance, annuity, and investment solutions. We prioritize integrity and humanity in all interactions with our policyholders, business partners, and each other. Grounded in confidence and humility, we are committed to long-term stewardship and to doing the right thing in business and society. Our overarching purpose is to be there for our policyholders when they need us most.