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Financial Advisor

2 months ago

New York, United States Alliance Benefit Group Full time

JOB SUMMARY: Financial Advisor - New York City

We are offering a highly accomplished financial planner professional an opportunity to develop new business and be a critical contributor on our financial planning team. Our financial planners have a proven track record of offering fiduciary guidance to our private client group. Their expertise supports all aspects of financial planning including investment strategy, insurance, aligning with our client's short- and long-term goals and helping them become financially fit.

Filling this critical role is an integral part of our clients growth plan and the successful candidate will have demonstrated that they are among a very small group of elite financial professionals in our industry.

Our financial planning team works in a fiduciary capacity. We do more than provide investment expertise-we take the time to understand our client's financial goals and relate to their concerns. The right candidate has the ability to lead, train, and motivate their peers and clients.

JOB RESPONSIBILITIES: Financial Advisor (Remote - New York City)

  • Engage and educate retirement plan participants so that they fully understand the retirement plan and make informed decisions for their situation.
  • Assist participants in preparing for the financial aspects of retirement.
  • Communicate the retirement plan offering via group meetings at the client company.
  • Meet one on one with participants to answer any personal questions about the plan or possible other financial matters.
  • Conduct webinars to communicate the plan, when appropriate.
  • Build personal relationships with participants.
  • Convey retirement planning subject matter in a simplified way.
  • Through consultative selling techniques, drive revenue growth within assigned book of business. This would include life insurance, long term care and disability insurance.
  • Support new sales and market development initiatives.
  • Exhibit understanding of key features and benefits of our products and services.
  • Proactively keep Supervisor informed of key activities with assigned clients.
  • Office environment, up to 50% travel may be required.

OUR IDEAL CANDIDATE HAS:

  • Education: Bachelor's Degree
  • Experience: 1-3 years of experience
  • Certifications/Designations: FINRA Series 6 or 7, 63 and 65 or 66.
  • Knowledge/Skill Set: ERISA and Retirement Plan Knowledge. Proficient in Microsoft Office applications.

Preferred but not required qualifications:

  • Life & Health (NY) licensure - required to obtain within first 3-6 months.
  • Familiarity with programs such as eMoney Advisor.

ABOUT OUR CLIENT:

MP's Client proudly serves nearly 5,000 clients throughout the U.S. For 35+ years, we've remained devoted to making a difference in the lives of our people, our clients, and our community. With a 9-year average associate tenure among our 265 professionals, our team's commitment to excellent service has positioned us as the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you.

Our ultimate goal is to help companies and their employees prepare for their future health, wealth and retirement needs. Whether it's through retirement plans, group health insurance, reimbursement accounts or financial planning, we engineer simple solutions and continuously strive to make them better. Our in-house experts-and their commitment to excellence-define who we are.

MP's Client is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine).

MORE INFORMATION:

  • Compensation Expectations: $50k - $80k base + commission
  • Location: This is a fully remote position. However, we are only seeking candidates who currently reside in the city of New York, NY due to territory covered and potential onsite client visits.
  • Some of our benefits:
    • PTO (Vacation, Sick, Personal Time, etc.) + Unlimited Flexible Time Off after 2 years of service. 12 Paid Holidays. 2 Community Volunteer Days. 5 Summer Half Days.
    • Medical, Dental, Vision.
    • Life Insurance
    • LTD & STD
    • Retirement Plan with 3.75% Employer Match
    • Parental Leave