Job Description
Job Description
Hybrid position - 3 days a week in-office
Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!
Compensation:
$150,000 at plan earnings
Responsibilities:
- Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
- Create customized financial plans suitable for each client based on potential life changes and changing financial needs
- Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
- 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
Qualifications:
- Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
- Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
- 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
- Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
- Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
About Company
About New York Life
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. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.
Awards & Accolades
We’re proud of our financial strength:
- A++ Superior (A.M. Best)
- AAA Exceptionally Strong (Fitch)
- Aaa Exceptional (Moody’s)
- AA+ Very Strong (Standard & Poor’s)