New York Life
Financial Advisor
New York Life, Ann Arbor, Michigan, us, 48113
Description
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!
Responsibilities
•Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor•Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs•Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals•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•Embrace the role of a structured yet coachable team player open to continued education and training from other team members
Qualifications
•Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential•Requires a Bachelor's degree in business administration, finance, or other related field•Up-to-date FINRA Series 7 & 63/66 documents are a bonus•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
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!
Responsibilities
•Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor•Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs•Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals•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•Embrace the role of a structured yet coachable team player open to continued education and training from other team members
Qualifications
•Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential•Requires a Bachelor's degree in business administration, finance, or other related field•Up-to-date FINRA Series 7 & 63/66 documents are a bonus•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