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Ann Arbor

    Associate Financial Advisor - Ann Arbor, United States - New York Life

    New York Life
    New York Life Ann Arbor, United States

    2 weeks ago

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    Description


    Our firm is rapidly expanding and we are currently looking for a new Financial Advisor to join our entry-level ranks.

    The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals.

    Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today


    Responsibilities


    • Serve as a collaborative team player willing to further development through continued training opportunities
    • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
    • Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
    • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
    • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects

    Qualifications


    • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
    • Requires a Bachelor's degree in business administration, finance, or other related field
    • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
    • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
    • Up-to-date FINRA Series 7 & 63/66 documents are a bonus
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