Financial Consultant

2 months ago


Frisco, Texas, United States New York Life Insurance Company Full time
Position Overview: Financial Services Associate

Are you skilled in listening and developing effective, data-driven financial strategies? We are seeking a knowledgeable individual ready to establish a career in the finance sector. Our comprehensive training program cultivates exceptional Registered Representatives who are dedicated to building enduring relationships and possess a strong interest in financial analytics, estate planning, business management, investment products, and more. If you excel in communication and relationship management, we encourage you to consider this opportunity.

Key Skills and Qualifications:
  • Preferred qualifications include FINRA Series 7/6, SIE, and 63/66, though not mandatory
  • A foundational understanding of financial advisory roles and a keen interest in financial products is essential
  • Proficiency in Microsoft Office, financial planning tools, CRM software, and related applications is required
  • Strong communication, relationship-building, and analytical skills are necessary for excellent customer service
  • A bachelor's degree in business administration, finance, or a related discipline is advantageous
Attributes of Successful Associates:
  • Committed to helping others
  • Upholds integrity
  • Demonstrates a history of success
  • Exhibits high enthusiasm
  • Displays self-discipline
  • Shows resilience
  • Possesses a goal-oriented mindset
Core Responsibilities:
  • Evaluate cash flow, income-to-debt ratios, financial health, and more to assist clients in defining and achieving their financial objectives
  • Provide strategic recommendations for products, plans, and investments to facilitate clients' financial advancement
  • Serve as a reliable advisor for new clients, actively seeking and establishing connections
  • Embrace a collaborative team player role, open to ongoing education and training
  • Develop customized financial plans for clients based on their unique life stages and requirements
  • Stay updated on economic trends to effectively apply your expertise
  • Offer support to clients during pivotal moments
Job Type:

Full-time

Compensation:

$60,000 - $130,000 annually

Benefits:
  • 401(k) plan
  • Dental coverage
  • Employee discounts
  • Flexible working hours
  • Flexible spending accounts
  • Health insurance
  • Health savings accounts
  • Life insurance
  • Paid time off
  • Professional development support
  • Referral programs
  • Retirement plans
  • Vision coverage
Work Environment:
  • Office-based setting
Work Schedule:
  • Monday to Friday
Supplemental Compensation:
  • Bonus opportunities
  • Commission-based pay


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