Personal Financial Planner Advisor

3 days ago


Dallas, Texas, United States New York Life - Dallas Full time
Key ResponsibilitiesWe are seeking a highly motivated and self-disciplined individual to fill the role of personal financial planner advisor at New York Life in Dallas. Key responsibilities include designing customized financial plans for clients, gathering financial information to determine financial status, and assisting clients in implementing financial recommendations such as life insurance, mutual funds, and savings plans.

The ideal candidate will possess uncompromising integrity, excellent communication skills, both written and verbal, and the ability to adapt to changing needs. A current professional license CPA or CFP is required, along with FINRA Series 7 and 66 licenses. Sales experience and business acumen are preferred.

We offer a competitive salary of $50,000 - $80,000 yearly, depending on experience. Our company culture prioritizes integrity, humanity, and lifelong value to our customers. With a history of over 174 years, we have helped generations of Americans protect their families and attain their financial goals.

This full-time position offers potential for growth within the company, opportunities for licensure, and a chance to engage your community and leverage personal networks and contacts.
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