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Financial Services Consultant

2 months ago

Richmond, Virginia, United States NY LIFE Full time
Job Overview

Are you skilled in listening and adept at 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 fostering long-term relationships and possesses a keen interest in financial analytics, estate planning, business management, mutual funds, and beyond.

If you excel in communication and have a meticulous eye for detail, we encourage you to explore this opportunity.

Compensation:

$100,000 - $120,000 annually

Key Responsibilities:
  • Identify and secure new clients, serving as a trusted advisor for critical financial decisions.
  • Provide strategic recommendations on products, plans, and investments to assist clients in achieving their financial objectives.
  • Tailor financial plans for each client based on their professional circumstances, life stages, and evolving financial needs.
  • Collaborate directly with clients to develop comprehensive financial profiles, enabling you to offer sound financial guidance based on individual financial situations, income, goals, and other wealth management factors.
  • Demonstrate a willingness to learn and grow as a team member, actively pursuing training and educational opportunities.
Qualifications:
  • Exceptional communication, relationship-building, and mathematical skills to establish a solid foundation of customer service for all clients.
  • Basic understanding of financial industry concepts, products, and the role of a financial advisor is preferred.
  • Possession of a valid FINRA Series 7 & 63/66 is advantageous but not mandatory.
  • Experience with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other relevant business or financial management tools is desirable.
  • A Bachelor's degree in finance, business administration, or a related analytical field is required.
About NY Life

As a mutual company with no external investors or owners, New York Life is uniquely positioned to align with our clients' interests and priorities. With over 170 years of success in the industry, we take pride in our numerous accolades:

  • A commitment to collaborating with you to build a robust financial future for both you and your clients.
  • Ranked #73 on the Fortune 100 list.
  • A leading firm with many agents qualifying for MDRT year after year.
  • Highest financial strength ratings awarded to any life insurer: Standard and Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA).

Agents and their dependents are immediately eligible for comprehensive medical, dental, vision, long-term disability, and group-term life insurance.

MDRT (Million Dollar Round Table) is recognized throughout the industry as the benchmark of excellence in life insurance sales performance. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity.