Financial Planner
New York Life Iowa General Office • Des Moines, IA, US
Posted 20 hours ago
- Develop personalized financial plans for clients, focusing on their unique needs and goals.
- Engage with clients regularly to review their financial progress and adjust plans as necessary.
- Educate clients on various insurance and investment options to empower informed decision-making.
- Collaborate with team members to enhance service delivery and client satisfaction.
- Stay updated on industry trends and regulatory changes to provide the best advice.
- Participate in ongoing training and development programs to expand your expertise.
- Build and maintain strong client relationships through excellent communication and trust-building efforts.
- 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
- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
- Be a coachable, organized team member interested in pursuing training development and educational opportunities
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
- Experience in customer service or sales is a plus, but not required.
- Ability to communicate complex financial concepts in a clear and relatable manner.
- Proven track record of building strong, trust-based relationships with clients.
- Eagerness to learn and adapt in a dynamic industry environment.
- Strong organizational skills to manage multiple client accounts effectively.
- Ability to work collaboratively within a team to achieve common goals.
- Proficiency in using digital tools and platforms for client management and communication is beneficial.
- A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
- Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
Compensation
$65,000 plus
About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹.
1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
2- Source: Individual Third Party Ratings Reports as 7/30/18.
3- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/
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