Associate Financial Planner

Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

Compensation:

$120,000

Responsibilities:

• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• 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
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Network with and qualify prospective clients and explain the features and merits of insurance, investments, and other planning needs.
• Develops 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.
• Assists clients with concerns and service issues as needed.
• Reaches agreed-upon sales targets monthly.

Qualifications:

• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
• A required Bachelor’s degree in business administration, finance, or similarly related field
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Interpersonal, communication, and presentation skills.
• Driven, motivated, and coachable.
• Be willing to help others.
• New York Life will pay for and cover all expenses for training and the exam.
• Sales: 1 year (preferred).

About Company

At New York Life, you’ll find opportunities to build a meaningful career while making a lasting impact.

#WHGEN3

Compensation details: 120000-120000 Yearly Salary

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