Certified Financial Planner

New York Life - Melville, NY • Melville, NY, US

Posted 4 months ago

Description

Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today!

Responsibilities

Design customized financial plans suitable for each client based on potential life changes and changing financial needs
Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
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

Qualifications

Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
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
Superior customer service skills, math skills, relationship skills, and communication skills are preferred

Compensation

$100,000 - $150,000/year

About New York Life - Melville, NY

We are committed to the field force. You will have the guidance, support, and resources you need to serve clients. Our agents are leaders in the industry. New York Life has been built on a strong foundation since 1875.