New York Life
Financial Professional
New York Life, Mchenry, Illinois, United States, 60050
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
•Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations•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•Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects•Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs•Embrace the role of a structured yet coachable team player open to continued education and training from other team members
Qualifications
•A Bachelor's degree in finance, business administration, or alternate related analytical field is required•Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers•Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus•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
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
•Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations•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•Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects•Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs•Embrace the role of a structured yet coachable team player open to continued education and training from other team members
Qualifications
•A Bachelor's degree in finance, business administration, or alternate related analytical field is required•Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers•Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus•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