Financial Advisor
New York Life - Chris Courtney•Rochester, NY, US
Posted 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
  • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
  • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
  • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
Qualifications
  • Excellent networking & people skills to continually build & cultivate new relationships in the community
  • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
Compensation
$113,500 at plan earnings.
About New York Life - Chris Courtney

About New York Life

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.

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