Posted 9 days ago
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 our 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!
Responsibilities
- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor.
- Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives.
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members.
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals.
- Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs.
Qualifications
- Valid FINRA Series 7 & 63/66 preferred but not required.
- Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired.
- Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers.
- Requires a Bachelor’s degree in business administration, finance, or other related field.
- Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred.
Compensation
$80,000 at plan yearly
About New York Life - Lansing/Ann Arbor
The mutual insurance company offers a wide range of products. Will cover costs of licensing, full benefits package. Affiliated with NYLIFE Securities and Eagle Strategies.
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