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Financial Planner
Financial PlannerNYL - Nassau GO • Uniondale, NY, US
Financial Planner

Financial Planner

NYL - Nassau GO • Uniondale, NY, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Apply now! Compensation :

$150,000 at plan earnings

Responsibilities :

  • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
  • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
  • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
  • Design customized financial plans suitable 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 :

  • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
  • 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
  • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
  • A Bachelor’s degree in business administration, finance, or a related field is required

    • 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)
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    Financial Planner • Uniondale, NY, US