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Wealth Management Consultant
2 months ago
Are you adept at listening and skilled in developing analytical strategies? We are seeking a driven individual interested in pursuing a career in the financial services industry. Our ideal candidate for the Financial Planner role is enthusiastic about building lasting relationships and has a strong interest in financial analytics, estate management, corporate finance, investment portfolios, and more. If you possess excellent communication skills and a meticulous attention to detail, this position may be a great fit for you.
Compensation:$90,000 - $120,000 annually
Key Responsibilities:- Evaluate each client's financial situation to accurately determine factors such as financial health, cash flow, investment goals, retirement strategies, and other elements of wealth management.
- Customize financial plans according to the client's life stage, professional situation, and changing financial requirements.
- Establish and nurture strong relationships with new clients as their trusted financial planner.
- Provide strategic advice on products, investments, and plans to assist clients in achieving their financial goals.
- Collaborate with team members and participate in ongoing training for professional development.
- Tailor strategies to align with the client's objectives and needs.
- Support families in planning for their children's higher education.
- Strong communication and analytical skills along with a proven track record of building solid client relationships.
- Understanding of financial products, the financial sector, and related roles is essential.
- A Bachelor's degree in finance, business administration, or a related analytical discipline is required.
- Proficiency in software applications including Microsoft Office, financial planning tools, CRM systems, and more.
- Self-motivated, trustworthy, honest, resilient, and a high achiever with an entrepreneurial mindset.
About Us
New York Life is a well-regarded financial institution consistently recognized among the leading companies in the nation. With decades of industry experience and top financial ratings, we are committed to excellence in life insurance and financial services. Join us to enjoy benefits such as health coverage, retirement plans, paid time off, training opportunities, work-life balance, and a supportive company culture.
