Job Description
Job Description
We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!
Compensation:
$70,000 - $113,000
Responsibilities:
- Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
- Create customized financial plans suitable for each client based on potential life changes and changing financial needs
- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
- Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Qualifications:
- Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
- Requires a Bachelor’s degree in finance, business administration, or related field
- Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
- Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
- Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
About Company
We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major rating agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)1. For over 60 years, we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.