New York Life - Lance Gillman
Financial Advisor
New York Life - Lance Gillman, Gilbert, AZ
Description
Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!
Responsibilities
What we're looking for...
• We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses
• This is not just a sales job-it's a career with purpose and opportunity
• You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college
• As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients
• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
• Customize financial plans for each client based on potential life changes and changing financial needs
• Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Gather each client's financial information to determine financial status, cash flow, financial goals, and financial expectations
Qualifications
• Competitive
• Enterprising
• Coachable
• Communicative
• Self-disciplined
• Authentic
• Winning Attitude
• Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
• Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
• Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
• Requires a Bachelor's degree in finance, business administration, or related field
• Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!
Responsibilities
What we're looking for...
• We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses
• This is not just a sales job-it's a career with purpose and opportunity
• You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college
• As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients
• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
• Customize financial plans for each client based on potential life changes and changing financial needs
• Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Gather each client's financial information to determine financial status, cash flow, financial goals, and financial expectations
Qualifications
• Competitive
• Enterprising
• Coachable
• Communicative
• Self-disciplined
• Authentic
• Winning Attitude
• Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
• Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
• Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
• Requires a Bachelor's degree in finance, business administration, or related field
• Excellent math skills, relationship skills, communication skills, and customer service skills are crucial