Personal Financial Planner

Job Description

Job Description

Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!

$120,000 yearly

• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Design customized financial plans suitable for each client based on potential life changes and changing financial needs
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given

• Bachelor’s degree in business administration, finance, or related field is required
• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
• Superior customer service skills, math skills, relationship skills, and communication skills are preferred
• Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
• Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required

• Preferred Bilingual: Spanish, Portuguese, Chinese, Vietnamese, and Korean
• Success as a financial planner, personal financial advisor, or financial consultant is desired
• Bank Manager, Relationship Banker, Mortgage/Loan Officer, Small Business Banker is desired

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 the long-term success of clients.

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)

We’re proud of the training we offer.

• Training Magazine’s APEX Award for 2022. We’re proud to be recognized by organizations that also value diversity.

• Human Rights Campaign: 2022 Corporate Equality Index

• Forbes 2022: America’s Best Employers for Diversity

• Latino Leaders 2022 Best Companies for Latinos to Work For