Financial Planner

Description

At New York Life, we empower you to make a meaningful impact by helping individuals, families, and businesses secure their financial futures. As a Financial Planner, you'll be at the forefront of providing innovative insurance, investment, and retirement solutions. Your role will involve learning the ropes of financial services, ensuring you're well-equipped to guide clients toward achieving their monetary goals. In our collaborative and growth-oriented culture, you'll have the opportunity to develop professionally while doing what's right for clients and communities.


If you have excellent communication skills, a knack for math and analytics, and a passion for smart decision-making, let's build the future together. Join us to grow your career and make a lasting impact-apply today!

Responsibilities

• Network with and qualify with prospective clients and explain the features and merits of insurance, investments, and other planning needs.
• Develop investment portfolios, disability, life insurance, and long-term life strategies, high-level professional sales presentations, and client acquisitions.
• Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.
• Develops long-term relationships with clients and underwriters.
• Assist clients with concerns and service issues as needed.
• Reach agreed-upon sales targets monthly.
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
• 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
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs

Qualifications

• Interpersonal, communication, and presentation skills.
• Driven, motivated, and coachable.
• Be willing to help others.
• New York Life will pay and cover all expenses for training and the exam.
• Sales: 1 year (preferred).
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• A Bachelor's degree in finance, business administration, or alternate related analytical field is required
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients