Personal Financial Planner
New York Life - Northern OhioIndependence, OH, US17 days ago
Job type
- Full-time
Job descriptionA required Bachelor's degree in business administration, finance, or similarly related field Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed Up-to-date FINRA Series 7 & 63 / 66 documents are a bonus Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
Description
Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Responsibilities
- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial 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
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
Qualifications
Create a job alert for this search
Financial Planner • Independence, OH, US