Financial Advisor

Job Description

Job Description

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our team. 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, a passion for helping people, and smart decision-making. If this sounds like you, apply today!

Compensation :

$114,500 at plan earnings

Responsibilities :

• Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• Customize financial plans for each client based on his or her professional / work circumstances, life stage, and evolving financial needs
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Serve as a collaborative team player willing to further development through continued training opportunities
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their financial goals

Qualifications :

About Company

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients.

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose : to be there when our policy owners need us.