NYLIFE Securities LLC
Financial Planner
NYLIFE Securities LLC, Downers Grove, Illinois, United States, 60516
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
•Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions•Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals•Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs•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 collaborative team player willing to further development through continued training opportunities
Qualifications
•A required Bachelor's degree in business administration, finance, or similarly related field•Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary•Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired•Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers•Valid FINRA Series 7 & 63/66 preferred but not required
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
•Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions•Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals•Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs•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 collaborative team player willing to further development through continued training opportunities
Qualifications
•A required Bachelor's degree in business administration, finance, or similarly related field•Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary•Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired•Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers•Valid FINRA Series 7 & 63/66 preferred but not required