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Wealth Management Advisor

2 months ago

Ann Arbor, Michigan, United States New York Life Full time


Are you skilled in listening and adept at crafting effective, data-driven strategies? We are looking for a financially savvy individual eager to enter the financial services sector. Our ideal entry-level financial advisor candidate is passionate about building long-term client relationships and has a keen interest in financial analytics, estate planning, business management, mutual funds, and beyond.

If you possess excellent communication abilities and a meticulous eye for detail, we encourage you to consider this opportunity.

Key Responsibilities

  • Offer strategic advice on products, plans, investments, and various methods to assist clients in reaching their financial aspirations.
  • Act as a cooperative team member, committed to personal growth through ongoing training and development.
  • Identify and cultivate strong relationships with new clients, serving as their trusted financial consultant.
  • Analyze cash flow, income, financial status, financial objectives, monetary assets, and all other financial aspects related to wealth management to aid clients in defining and achieving their financial goals.
  • Take into account clients' life stages, professional situations, and evolving financial needs when creating customized financial plans.

Required Qualifications

  • While not mandatory, holding a valid FINRA Series 7 & 63/66 license is advantageous.
  • Exceptional mathematical, communication, and interpersonal skills to ensure outstanding customer service for both existing and prospective clients.
  • Experience with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other relevant business or financial management tools is preferred.
  • A Bachelor's degree in business administration, finance, or a closely related field is required.
  • A solid understanding of financial products, the financial industry, personal financial advisory roles, or financial planning responsibilities is essential.