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Financial Planning Specialist

2 months ago

Melville, New York, United States New York Life Full time

Financial Planning Specialist

We are seeking a skilled Financial Planning Specialist 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. The successful candidate will be responsible for providing strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals. They will also be a coachable, organized team member interested in pursuing training development and educational opportunities. Additionally, they will seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor. The Financial Planning Specialist will work directly with clients to compile financial profiles that allow them to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management. They will consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs. The ideal candidate will have a Bachelor's degree in finance, business administration, or alternate related analytical field, and a working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles. They will also possess superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients. Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools is strongly preferred. The Financial Planning Specialist will be a key member of our team, working closely with clients to help them achieve their financial goals. If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.

Responsibilities

• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals

• Be a coachable, organized team member interested in pursuing training development and educational opportunities

• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor

• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management

• Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs

Qualifications

• Valid FINRA Series 7 & 63/66 preferred but not required

• A Bachelor's degree in finance, business administration, or alternate related analytical field is required

• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential

• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients

• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred