Posted 3 days ago
Description
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!
Responsibilities
- 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
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
- Serve as a collaborative team player willing to further development through continued training opportunities
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
- Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
Qualifications
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
- A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
- Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
About New York Life - Northern Ohio
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.
#J-18808-Ljbffr
