Financial Advisor

Our team is rapidly expanding, and we are looking for a skilled & motivated Financial Professional. As a Financial Professional, you will be responsible for providing financial guidance and solutions to help clients achieve their financial goals. If you like working with people, have a business-minded spirit, and genuinely enjoy helping others, you’ve come to the right place. At New York Life, you can take all those skills and use them to build a successful practice of your own. Best of all, our team is fully invested in you. We provide complete training, education, and support—everything you need to build your own practice as a licensed financial professional. Responsibilities:

• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
• Customize financial plans 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

Qualifications:

• Superior customer service skills, math skills, relationship skills, and communication skills are preferred
• Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
• 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
• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
• Bachelor’s degree in business administration, finance, or related field is required
• Superior relationship skills, communication skills, and customer service skills are necessary
• Business mindset
• Relevant knowledge of the financial industry, financial products, and best practices is preferred
• Experience in sales & finance is helpful but not required

About Company: Our goal is to help driven, ambitious people fulfill their potential. Join us on the path to becoming a financial advisor or partner, with the backing of a Fortune 100 company. Discover how satisfying it can be to shape your own practice and strengthen your community. New York Life holds the highest financial strength ratings currently awarded. With New York Life, you're in business for yourself, not by yourself. As a New York Life financial professional, you'll build your business your way with the help and support of a Fortune 100 company. We’ll invest in you with extensive training and continuous learning opportunities, and back you with a team of professionals to help your business grow, including: Expert trainingSupportive managementExtensive sales and marketing supportBacked by over 175 years of experience