New York Life - Bethesda, MD
Associate Financial Planner
New York Life - Bethesda, MD, Bethesda, Maryland, us, 20811
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:
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:
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 or responsibilities, or financial planner roles is essential.Valid FINRA Series 7 & 63/66 preferred but not required.Experienced Licensed Financial Advisors and or Managers.Compensation:
$60,000 - $100,000+
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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:
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 or responsibilities, or financial planner roles is essential.Valid FINRA Series 7 & 63/66 preferred but not required.Experienced Licensed Financial Advisors and or Managers.Compensation:
$60,000 - $100,000+
#J-18808-Ljbffr