We are seeking an eager, strategic, and definitive financial advisor who offers room for growth and a promising Career outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.
Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!
Compensation:
$113,500
Responsibilities:
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
- Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
Qualifications:
- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
- Valid FINRA Series 7 & 63/66 preferred but not required
- Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
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.
