Financial Services Professional
New York Life Iowa office
Description Are you looking for an opportunity to advance your career in the financial services industry? If so, we have the perfect role for you! We're seeking a motivated individual with strong communication skills and a passion for developing long-term relationships. This position requires a sharp mind with the ability to develop dynamic, data-driven strategies. A strong knowledge of investments, estate planning, business strategies, and stocks/mutual funds is encouraged. If you have the right qualifications and a desire to succeed in the financial services sector, don't hesitate to submit your application! Responsibilities • Determine cash flow, income-to-debt ratio, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Embrace the role of a coachable team player, open to continued education and training from other team members
• Create customized financial plans for each client based on life stage, professional circumstances, and financial needs
• Understand the economic markets and use resources to leverage your expertise
• Be there in times of need when clients need us most Qualifications • FINRA Series 7/6, SIE, and 63/66 are preferred but not required
• A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary
• Basic knowledge of computer programs, including Microsoft Office, financial planning software, CRM systems, and related programs, is needed
• Excellent communication skills, relationship-building, and math skills to establish a strong foundation of customer service for all clients
• A bachelor's degree in business administration, finance, or a similarly related field is desired but not required Traits of our most successful Associates:
• Passion to help people
• Integrity
• A successful track record
• Enthusiasm
• Self-discipline
• Resilience
• Goal-Oriented
• Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Embrace the role of a coachable team player, open to continued education and training from other team members
• Create customized financial plans for each client based on life stage, professional circumstances, and financial needs
• Understand the economic markets and use resources to leverage your expertise
• Be there in times of need when clients need us most Qualifications • FINRA Series 7/6, SIE, and 63/66 are preferred but not required
• A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary
• Basic knowledge of computer programs, including Microsoft Office, financial planning software, CRM systems, and related programs, is needed
• Excellent communication skills, relationship-building, and math skills to establish a strong foundation of customer service for all clients
• A bachelor's degree in business administration, finance, or a similarly related field is desired but not required Traits of our most successful Associates:
• Passion to help people
• Integrity
• A successful track record
• Enthusiasm
• Self-discipline
• Resilience
• Goal-Oriented
Vacancy posted 1 day ago
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