Financial Services Professional
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!
Compensation :
$60,000 - $80,000 yearly
Responsibilities :
- Serve as a collaborative team player willing to further development through continued training opportunities
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
- 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
As a Financial Professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures.
We’re looking for people who possess the following characteristics :
- Highly self-motivated and self-disciplined with the ability to work effectively and independently
- Outgoing personality with the ability to develop relationships (i.e., People Person") and a sincere desire to help others
- Fearless, positive attitude, and willingness to be accountable for results
- Organized, detail-oriented, and excellent time-management skills
- The desire for continuous learning
- Good communicator excellent listening skills and ability to explain complex information in a simple and concise manner
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
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
- Up-to-date FINRA Series 7 & 63 / 66 documents are a bonus
- Requires a Bachelor’s degree in business administration, finance, or other related field
- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
About Company
Devotion to its policy owners has led New York Life to over 176 years of industry success. Some of our accolades include :
A promise to work with you to build a strong financial future for both you and your clients
72 on Fortune 100 in 2021
Highest possible financial strength ratings currently awarded to any life insurer : Standard Poor’s (AA+); A.M. Best (A++);
Moody’s (Aaa); and Fitch (AAA) as of 9 / 12 / 19
Financial Services Professional
Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. As a Financial Services Professional, you will:. What makes a great Financial Services Professional?. Pathways to develop your Financial P...
Financial Services Professional – Hybrid Remote (MO)
Bankers Life®, a leading brand in the Financial Services industry, is seeking ambitious individuals to join our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive...
Financial Services Professional
Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. As a Financial Services Professional, you will:. What makes a great Financial Services Professional?. Pathways to develop your Financial P...
Financial Services Professional
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. Basic understanding of the role of a financial advisor or financial consultant, as well inter...
Territory Sales Representative - 4 Day Work Week
If you’re exploring sales careers, you already know sales is the way to get ahead. Have you ever noticed that the most successful sales people receive superior support from the companies they work with? A robust company like Platinum handles objectives like marketing, recruiting, customer service, a...
CDD ~ Controller
Are you a mature and seasoned Controller in a non-profit environment? Do you have experience working with or for those with intellectual and developmental disabilities? Center for the Developmentally Disabled (CDD) is searching for a seasoned Controller with three to five years' experience with....
Outbound Sales Representative
Key Responsibilities:Respond, engage and qualify outbound leads and inquiriesSourcing new sales prospects and booking appointments for Account ExecutivesEducating and developing prospects leading to hand-off to sales teamsRequired Qualifications:1-3 years experience as an SDR in a B2B SaaS Tech comp...
Hybrid Remote Business Data Analyst [24-00167]
Summit Human Capital is seeking a highly motivated Hybrid Remote Business Data Analyst to support one of our largest clients in Richmond, VA. Experience data mining and harvesting data. Strong data analytics background. Working in a fast-paced environment heads down data mining and collaborating wit...
Assistant Controller | Global Cybersecurity Firm | REMOTE OR HYBRID
Assistant Controller | Global Cybersecurity Firm | REMOTE OR HYBRID. A global cybersecurity consulting firm based in NYC is seeking an Assistant Controller to oversee all day-to-day accounting, monthly/quarterly close and financial operations for the firm. The role reports to the Global Controller a...
Product- Data Analyst- Remote (Contract and Full Time)
Cielo has partnered with Cornerstone Building Brands to hire 4 Product- Data Analysts for an 18-month contract and 1 full-time, permanent. Work as the liaison between Engineering, technology and procurement teams on development and optimization of product data across multiple systems / processes wit...