Financial Advisor

6 hours ago


Independence, Missouri, United States New York Life - Northern Ohio Full time
Job Title: Financial Consultant

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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