Job Description
Job Description
At New York Life, we're committed to helping secure financial futures through tailored insurance, investment, and retirement solutions. As a Personal Financial Planner, you'll empower clients to achieve their goals with personalized strategies and sound advice. Your knack for developing analytics-based strategies will be key, while your passion for building long-term relationships will drive success. This role is perfect for someone ready to dive into the financial services industry and make a meaningful impact.
You'll be part of a team where collaboration and professional growth are at the forefront. We believe in doing what's right for clients and communities, offering a supportive environment that encourages career advancement. Your great communication skills and attention to detail will ensure you thrive as you guide clients in estate planning, business administration, and mutual funds. If you're ready to shape your future and theirs, let's start this journey together. Apply today and be a part of a dynamic team that's making a difference.
Compensation:
$80,000 - $120,000
Responsibilities:
- Be a coachable, organized team member interested in pursuing training development and educational opportunities
- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
- Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
- Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
- Network with and qualify with prospective clients and explain the features and merits of insurance, investments, and other planning needs.
- Develop investment portfolios, disability, life insurance, and long-term life strategies, high-level professional sales presentations, and client acquisitions.
- Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.
- Develops long-term relationships with clients and underwriters.
- Assist clients with concerns and service issues as needed.
- Reach agreed-upon sales targets monthly.
Qualifications:
- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
- Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
- Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
- Requires a Bachelor’s degree in business administration, finance, or other related field
- Interpersonal, communication, and presentation skills.
- Driven, motivated, and coachable.
- Be willing to help others.
- New York Life will pay and cover all expenses for training and the exam.
- Sales: 1 year (preferred).
About Company
We help individuals, families, and businesses secure their financial futures through a wide range of insurance, investment, and retirement solutions. Our culture emphasizes collaboration, professional growth, and doing what’s right for clients and communities. At New York Life, you’ll find opportunities to build a meaningful career while making a lasting impact.