Associate Financial Planner
$124kNew York Life
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! Responsibilities: • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations • Design customized financial plans suitable for each client based on potential life changes and changing financial needs Qualifications: • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary • A Bachelor’s degree in business administration, finance, or a related field is required • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred Background in sales, business development, leadership, or other performance-driven roles; professional experience preferredStrong communication, presentation, and relationship-building skills with the ability to influence and earn trustSelf-motivated and competitive with a business mindset, capable of managing time, priorities, and client relationships independentlyDemonstrated desire to grow professionally, take on increased responsibility, and pursue leadership and advancement opportunities Compensation: $124,000 at plan commission
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Compensation:
$124,000 per year
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