Financial Advisor
4 weeks ago
We are seeking a skilled financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.
Responsibilities:
- Develop strong relationships with new clients by serving as their trusted financial advisor
- Collaborate with the team to further development through continued training opportunities
- Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
Qualifications:
- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
- A Bachelor's degree in finance, business administration, or alternate related analytical field is required
- Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
About Company
New York Life is a mutual company with no investors or outside owners, uniquely aligned with our clients' interests and priorities. With over 170 years of industry success, our accolades include:
A promise to work with you to build a strong financial future for both you and your clients
#73 on Fortune 100 in 2020
A leading company with many agents qualifying for MDRT2 year after year
Highest possible financial strength ratings currently awarded to any life insurer: Standard and Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA).
Agents and dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance. 2MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard 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
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