Financial Advisor
6 hours ago
Job Overview
We are seeking a skilled financial advisor to join our team at New York Life - Northern Ohio. As a financial consultant, you will play a crucial role in helping clients achieve their financial goals through strategic planning and advice.
Key Responsibilities:
- Gather and assess client financial information to determine factors such as financial status, cash flow, and financial goals.
- Make strategic product, plan, and investment recommendations to help clients reach their financial objectives.
- Collaborate with the team to develop tailored financial plans that meet the unique needs of each client.
- Identify and secure new clients to serve as a trusted advisor for their financial decisions.
- Consider clients' life stage, professional circumstances, and changing financial needs when developing financial plans.
Requirements:
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service.
- A Bachelor's degree in finance, business administration, or a related analytical field is required.
- Basic understanding of the role of a financial advisor and interest in the financial industry is necessary.
- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, and other related business tools is desired.
- A valid FINRA Series 7 & 63/66 license is considered a plus.
About New York Life - Northern Ohio
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients.
Compensation:
$79,000 - $125,000+ on average
Why Choose New York Life - Northern Ohio?
We offer a dynamic work environment, opportunities for growth and development, and a commitment to making a positive impact in our community.
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