Financial Planner
$100kNYL - Melville
Job Description
Job Description
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 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:$100,000 at plan yearly
Responsibilities:- Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
- Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
- Be a coachable, organized team member interested in pursuing training development and educational opportunities
- A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
- Valid FINRA Series 7 & 63/66 preferred but not required
- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
- Must have the ability to successfully network and prospect for new clients
- Must live in or near Long Island, Brooklyn, or Queens
We are among the strongest and most respected financial companies in the world. We have received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard and Poor’s (AA+), Moody’s Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. We have been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.
Vacancy posted 19 days ago
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