Financial Services Professional
4 days ago
Job Summary:
New York Life is seeking an experienced Financial Professional to join our team as a Financial Planning Specialist. As a key member of our financial services team, you will be responsible for assisting our clients in designing and implementing strategies to achieve their financial goals.
Responsibilities:
- Client Acquisition and Relationship Building: Identify, seek, and establish prospects continuously, creating strong relationships with new clients as their trusted advisor.
- Exceptional Customer Service: Ensure exceptional customer service is provided to existing clients, tracking and monitoring communications in the client file, including strategies and financial advice given.
- Customized Financial Planning: Design customized financial plans suitable for each client based on potential life changes and changing financial needs.
- Financial Recommendations and Strategies: Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives.
- Implementation of Financial Recommendations: Assist clients in implementing financial recommendations, such as life insurance, mutual funds, savings plans, and other financial products.
Qualifications:
- Professional License: Current professional license, such as CPA or CFP, and FINRA Series 7 and 66, is required.
- Excellent Skills: Excellent math skills, relationship skills, communication skills, and customer service skills are crucial.
- Technical Proficiency: Program proficiency, including MS Office, Google Suite, CRM systems, and financial planning software, is preferred.
- Industry Knowledge: Knowledge of the financial industry, financial products, best practices, and tax regulations is desired.
- Education: Requires a Bachelor's degree in finance, business administration, or related field.
Compensation: $100,000 - $150,000
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