Bighornlaw
Financial Sales Rep
Bighornlaw, Bethesda, Maryland, us, 20811
Posted 2 days agoUnlock Your Future in Financial Services!Are you a great listener with a talent for crafting effective, analytics-driven strategies? We’re looking for a driven, money-minded individual eager to launch a rewarding career as an Entry-Level Financial Advisor!Join us if you have a passion for building lasting relationships and an interest in financial data, estate planning, business administration, mutual funds, and beyond. If you possess strong communication skills and a keen eye for detail, we want to hear from you!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.Serve as a collaborative team player willing to further development through continued training opportunities.Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs.Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals.Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions.Qualifications
Experienced Licensed Financial Advisors and/or Managers.Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients.Requires a Bachelor’s degree in business administration, finance, or other related field.Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed.Working knowledge of financial products, the financial industry, personal financial advisor responsibilities, or financial planner roles is essential.Valid FINRA Series 7 & 63/66 preferred but not required.Compensation
$80,000 - $100,000+ at plan yearlyAbout New York Life - Bethesda, MD
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 our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.A&A:
We’re proud of our financial strength:AAA Exceptionally Strong (Fitch)Aaa Exceptional (Moody’s)AA+ Very Strong (Standard & Poor’s)The training we offer
Training Magazine’s APEX Award for 2022
#J-18808-Ljbffr
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.Serve as a collaborative team player willing to further development through continued training opportunities.Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs.Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals.Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions.Qualifications
Experienced Licensed Financial Advisors and/or Managers.Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients.Requires a Bachelor’s degree in business administration, finance, or other related field.Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed.Working knowledge of financial products, the financial industry, personal financial advisor responsibilities, or financial planner roles is essential.Valid FINRA Series 7 & 63/66 preferred but not required.Compensation
$80,000 - $100,000+ at plan yearlyAbout New York Life - Bethesda, MD
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 our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.A&A:
We’re proud of our financial strength:AAA Exceptionally Strong (Fitch)Aaa Exceptional (Moody’s)AA+ Very Strong (Standard & Poor’s)The training we offer
Training Magazine’s APEX Award for 2022
#J-18808-Ljbffr