Personal Financial Planner

New York Life - Uniondale • Uniondale, NY, US

Posted 3 months 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 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

Network with and qualify with prospective clients and explain the features and merits of insurance, investments, and other planning needs.
Develop investment portfolios, disability, life insurance, and long-term life strategies, high-level professional sales presentations, and client acquisitions.
Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.
Develops long-term relationships with clients and underwriters.
Assist clients with concerns and service issues as needed.
Reach agreed-upon sales targets monthly.

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
Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
Serve as a collaborative team player willing to further development through continued training opportunities

Qualifications

Interpersonal, communication, and presentation skills.
Driven, motivated, and coachable.
Be willing to help others.
New York Life will pay and cover all expenses for training and the exam.
Sales: 1 year (preferred).

Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
Requires a Bachelor’s degree in business administration, finance, or other related field

Compensation

$120,000/year

About New York Life - Uniondale

We help individuals, families, and businesses secure their financial futures through a wide range of insurance, investment, and retirement solutions. Our culture emphasizes collaboration, professional growth, and doing what’s right for clients and communities. At New York Life, you’ll find opportunities to build a meaningful career while making a lasting impact.