We are seeking an experienced Financial Professional to assist our 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 : $100,000 - $150,000
$100,000 - $150,000
Responsibilities :
- Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
- Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Design customized financial plans suitable for each client based on potential life changes and changing financial needs
- Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
- Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
Qualifications :
- Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
- Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
- Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
- Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
- Requires a Bachelor’s degree in finance, business administration, or related field
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 our clients.
To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.
Entry-Level Financial Professional
We believe in a holistic approach to financial empowerment, which is why we have a three-part mission that guides our work: build and secure wealth for families and individuals; create a movement of financial professionals; and turn wealth into impact. You will engage with clients, providing financi...
Senior Financial Planning & Analysis Professional - IT Financial Management
Humana”) offers competitive benefits that support whole-person well-being.Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work.Among our benefits, Humana provides medical, dental and...
Entry-Level Financial Professional
We believe in a holisticapproach to financial empowerment which is why we have a threepartmission that guides our work: build and secure wealth for familiesand individuals; create a movement of financial professionals; andturn wealth into impact. Youwill engage with clients providing financial educa...
PT/FT Financial Professional (Remote)
We seek highly motivated, competent, capable, and committed business partners to become financial professionals and head into the field to provide services that meet the needs of clients. Leadership/Managerial - Public Speaking - Customer Service - Sales - Banking - Accounting/Software - Entrepreneu...
Inexperienced Financial Professionals
Our philosophy is that of servant leadership and we serve not only our communities we live in but the financial professional who support those communities. Guardian Broward Agency's unique community culture helps our financial professionals thrive by providing:. ...
Financial Professional(Bilingual Vietnamese)
We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. N9 is the current contract for new financial professionals. N8 contra...
Financial Professional - FL, Ft Lauderdale (5119)
Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess ...
Senior Financial Analytics Professional
Humana”) offers competitive benefits that support whole-person well-being.Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work.Among our benefits, Humana provides medical, dental and...
Financial Professional
Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required. We are seeking an experienced Financial Professional to assist our clients in designing and implementing strategies to achieve th...
Hospitality Professionals Career Change
Comprehensive new hire program, “CFS University”, professional mentorship, and ongoing development throughout your career, financial literacy program. Creative Financial Staffing (CFS), founded in 1994, has grown to become a leading national staffing & recruiting organization with over 30 office loc...