Job Description
Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Responsibilities:
- Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- Be a coachable, organized team member interested in pursuing training development and educational opportunities
- Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
- Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations.
- Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals.
- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products.
- Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs.
Qualifications:
- Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
- A required Bachelor’s degree in business administration, finance, or similarly related field
- Valid FINRA Series 7 & 63/66 preferred but not required
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
- Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
- Ability to communicate complicated concepts and maintain strong principles such as honesty and integrity.
- Strong relationship management skills and/or experience.
- Ability to successfully network to prospect new potential clients.
- Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required.
- Ability to work a hybrid schedule.
About Company:
As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with the client's interests and priorities. With over 170 years of industry success. Some of our accolades include:
A promise to work with you to build a strong financial future for both you and your clients#73 on Fortune 100 in 2020A leading company with many agents qualifying for MDRT2 year after yearHighest possible financial strength ratings currently awarded to any life insurer: Standard and Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)Agents and dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance. 2MDRT (Million Dollar Round Table) is recognized in the industry as the standard of excellence in life insurance sales performance. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity
Job Tags
Work at office, Immediate start,