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Financial Advisor

$80k - $120k

NewYorkLife/ NYLIFE Securities LLC

Lafayette, LA

Our firm is growing, and we’re looking for an experienced Financial Advisor who is passionate about helping individuals, families, and business owners achieve their financial goals. If you thrive on building long-term client relationships, providing strategic financial guidance, and making a meaningful impact, we’d love to connect with you. In this role, you’ll work with clients to develop personalized financial strategies, provide ongoing guidance, and help them navigate important life and financial decisions with confidence. You’ll also have access to industry-leading training, professional development, and the support of a collaborative team committed to your success. If you’re looking for an opportunity to expand your practice, grow your career, and make a lasting impact on the lives of your clients, we’d love to hear from you. Apply today and discover what’s possible with our team. Responsibilities: • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations Qualifications: • Superior customer service skills, math skills, relationship skills, and communication skills are preferred • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary Compensation: $80,000 - $120,000 yearly

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Compensation:
$80,000-$120,000 per year

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Vacancy posted 3 days ago
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