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.