Financial Services Professional - Kansas City, United States - New York Life

New York Life Kansas City, United States

2 weeks ago

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
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
Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
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 As a Financial Professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures.

We're looking for people who possess the following characteristics:

Highly self-motivated and self-disciplined with the ability to work effectively and independently
Outgoing personality with the ability to develop relationships (i.e., "People Person") and a sincere desire to help others
Fearless, positive attitude, and willingness to be accountable for results
Organized, detail-oriented, and excellent time-management skills
The desire for continuous learning
Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner Qualifications:
Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
Up-to-date FINRA Series 7 & 63/66 documents are a bonus
Requires a Bachelor's degree in business administration, finance, or other related field
Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired Compensation: $60,000 - $80,000 yearly
As a Financial Professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures.

We're looking for people who possess the following characteristics:

Highly self-motivated and self-disciplined with the ability to work effectively and independently
Outgoing personality with the ability to develop relationships (i.e., "People Person") and a sincere desire to help others
Fearless, positive attitude, and willingness to be accountable for results
Organized, detail-oriented, and excellent time-management skills
The desire for continuous learning
Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner

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